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 | $51,861 | $183,592-71.8% | $155,574-66.7% | $145,877-64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.27% | 61.37%-33.1pp | 64.87%-36.6pp | 551.28%-523.0pp |
| Employer contribution / active EE | $2,676 | $5,317-49.7% | $4,676-42.8% | $4,663-42.6% |
| Participant deferral / active EE | $6,989 | $6,466+8.1% | $5,629+24.2% | $6,691+4.5% |
| Admin fee / account holder | $804 | $19,316-95.8% | $15,914-95.0% | $13,402-94.0% |