Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,975 | $169,161-82.9% | $129,295-77.6% | $145,959-80.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.30% | 14348.07%-14331.8pp | 9429.28%-9413.0pp | 561.95%-545.7pp |
| Employer contribution / active EE | $12,257 | $5,543+121.1% | $4,157+194.8% | $4,661+163.0% |
| Participant deferral / active EE | $1,858 | $4,989-62.8% | $4,169-55.4% | $6,689-72.2% |
| Admin fee / account holder | $487 | $9,878-95.1% | $7,665-93.6% | $13,398-96.4% |