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 | $29,195 | $148,629-80.4% | $135,982-78.5% | $139,487-79.1% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 29.04% | 79.33%-50.3pp | 68.32%-39.3pp | 373.84%-344.8pp |
| Employer contribution / active EE | $6,907 | $5,247+31.7% | $4,859+42.2% | $4,755+45.3% |
| Participant deferral / active EE | $12,568 | $8,102+55.1% | $7,760+62.0% | $6,713+87.2% |
| Admin fee / account holder | $720 | $12,406-94.2% | $10,767-93.3% | $11,407-93.7% |