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 | $59,149 | $156,398-62.2% | $147,318-59.8% | $138,895-57.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 100.13% | 78.75%+21.4pp | 70.43%+29.7pp | 145.39%-45.3pp |
| Employer contribution / active EE | $5,749 | $4,853+18.5% | $4,593+25.2% | $4,194+37.1% |
| Participant deferral / active EE | $17,561 | $8,237+113.2% | $7,906+122.1% | $6,396+174.6% |
| Admin fee / account holder | $1,124 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |