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 | $31,651 | $106,864-70.4% | $147,318-78.5% | $82,637-61.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 64.55% | 27.49%+37.1pp | 70.43%-5.9pp | 53.51%+11.0pp |
| Employer contribution / active EE | $7,588 | $3,417+122.1% | $4,593+65.2% | $2,552+197.3% |
| Participant deferral / active EE | $5,606 | $6,496-13.7% | $7,906-29.1% | $4,126+35.9% |
| Admin fee / account holder | $1,433 | $8,415-83.0% | $13,708-89.5% | $7,339-80.5% |