Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,796 | $165,399-55.4% | $149,745-50.7% | $158,982-53.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.67% | 348.34%-337.7pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $4,208 | $5,105-17.6% | $4,646-9.4% | $4,763-11.6% |
| Participant deferral / active EE | $14,676 | $7,183+104.3% | $6,843+114.5% | $5,983+145.3% |
| Admin fee / account holder | $7,326 | $10,811-32.2% | $9,312-21.3% | $11,252-34.9% |