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 | $75,750 | $76,407-0.9% | $150,298-49.6% | $82,448-8.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 41.32% | 39.99%+1.3pp | 62.79%-21.5pp | 41.64%-0.3pp |
| Employer contribution / active EE | $4,267 | $2,614+63.2% | $4,154+2.7% | $2,551+67.3% |
| Participant deferral / active EE | $9,635 | $3,214+199.8% | $5,453+76.7% | $4,139+132.8% |
| Admin fee / account holder | $1,042 | $6,352-83.6% | $14,116-92.6% | $7,234-85.6% |