Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,692 | $239,571-83.0% | $183,328-77.8% | $137,256-70.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 42.00% | 35.69%+6.3pp | 29.67%+12.3pp | 220.34%-178.3pp |
| Employer contribution / active EE | $10,624 | $6,148+72.8% | $5,055+110.2% | $4,156+155.6% |
| Participant deferral / active EE | $8,622 | $7,995+7.8% | $6,795+26.9% | $6,407+34.6% |
| Admin fee / account holder | $443 | $30,059-98.5% | $21,427-97.9% | $12,270-96.4% |