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 | $34,471 | $129,737-73.4% | $119,126-71.1% | $154,746-77.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 27.07% | 379.08%-352.0pp | 282.11%-255.0pp | 172.34%-145.3pp |
| Employer contribution / active EE | $4,131 | $4,375-5.6% | $4,034+2.4% | $4,379-5.7% |
| Participant deferral / active EE | $10,684 | $5,842+82.9% | $5,318+100.9% | $6,730+58.7% |
| Admin fee / account holder | $1,584 | $11,961-86.8% | $10,693-85.2% | $14,365-89.0% |