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 | $33,773 | $183,592-81.6% | $155,574-78.3% | $145,877-76.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,720 | $5,317+7.6% | $4,676+22.3% | $4,663+22.7% |
| Participant deferral / active EE | $9,240 | $6,466+42.9% | $5,629+64.1% | $6,691+38.1% |
| Admin fee / account holder | $6,105 | $19,316-68.4% | $15,914-61.6% | $13,402-54.4% |