Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,609 | $148,582-71.3% | $135,942-68.7% | $139,456-69.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.76% | 79.26%-59.5pp | 68.28%-48.5pp | 373.45%-353.7pp |
| Employer contribution / active EE | $2,022 | $5,245-61.5% | $4,858-58.4% | $4,753-57.5% |
| Participant deferral / active EE | $3,672 | $8,101-54.7% | $7,759-52.7% | $6,711-45.3% |
| Admin fee / account holder | $613 | $12,402-95.1% | $10,764-94.3% | $11,407-94.6% |