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 | $60,977 | $201,264-69.7% | $184,185-66.9% | $145,978-58.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.73% | 29.00%-19.3pp | 28.81%-19.1pp | 550.52%-540.8pp |
| Employer contribution / active EE | $6,330 | $7,021-9.8% | $6,426-1.5% | $4,662+35.8% |
| Participant deferral / active EE | $10,854 | $9,806+10.7% | $9,132+18.9% | $6,690+62.3% |
| Admin fee / account holder | $24,725 | $16,376+51.0% | $13,909+77.8% | $13,400+84.5% |