Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,859 | $183,516-81.0% | $155,534-77.6% | $145,884-76.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.42% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,349 | $5,315-55.8% | $4,675-49.7% | $4,662-49.6% |
| Participant deferral / active EE | $4,716 | $6,467-27.1% | $5,630-16.2% | $6,690-29.5% |
| Admin fee / account holder | $707 | $19,293-96.3% | $15,900-95.6% | $13,392-94.7% |