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 | $64,240 | $162,136-60.4% | $152,301-57.8% | $154,746-58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 107.27% | 91.02%+16.3pp | 80.50%+26.8pp | 172.34%-65.1pp |
| Employer contribution / active EE | $12,726 | $4,890+160.2% | $4,624+175.2% | $4,379+190.6% |
| Participant deferral / active EE | $12,566 | $8,341+50.7% | $8,004+57.0% | $6,730+86.7% |
| Admin fee / account holder | $534 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |