Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,840 | $183,627-59.2% | $155,602-51.9% | $145,978-48.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.71% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $16,982 | $5,316+219.4% | $4,675+263.2% | $4,662+264.3% |
| Participant deferral / active EE | $7,046 | $6,466+9.0% | $5,629+25.2% | $6,690+5.3% |
| Admin fee / account holder | $1,648 | $19,327-91.5% | $15,923-89.7% | $13,400-87.7% |