Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,233 | $183,516-75.9% | $155,534-71.6% | $145,884-69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $6,817 | $5,315+28.3% | $4,675+45.8% | $4,662+46.2% |
| Participant deferral / active EE | $11,388 | $6,467+76.1% | $5,630+102.3% | $6,690+70.2% |
| Admin fee / account holder | $2,321 | $19,293-88.0% | $15,900-85.4% | $13,392-82.7% |