Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $77,308 | $183,516-57.9% | $155,534-50.3% | $145,884-47.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.70% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $14,310 | $5,315+169.2% | $4,675+206.1% | $4,662+206.9% |
| Participant deferral / active EE | $19,118 | $6,467+195.6% | $5,630+239.6% | $6,690+185.8% |
| Admin fee / account holder | $963 | $19,293-95.0% | $15,900-93.9% | $13,392-92.8% |