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 | $53,963 | $167,504-67.8% | $151,628-64.4% | $134,509-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 50.40% | 7.81%+42.6pp | 3.34%+47.1pp | 418.13%-367.7pp |
| Employer contribution / active EE | $33,750 | $6,828+394.3% | $6,165+447.4% | $4,741+611.9% |
| Participant deferral / active EE | $20,662 | $8,985+130.0% | $8,363+147.1% | $6,400+222.8% |
| Admin fee / account holder | $7,629 | $13,779-44.6% | $11,613-34.3% | $11,427-33.2% |