Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $95,340 | $183,516-48.0% | $155,534-38.7% | $145,884-34.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $7,537 | $5,315+41.8% | $4,675+61.2% | $4,662+61.7% |
| Participant deferral / active EE | $3,087 | $6,467-52.3% | $5,630-45.2% | $6,690-53.9% |
| Admin fee / account holder | $1,002 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |