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 | $87,585 | $211,105-58.5% | $178,449-50.9% | $145,978-40.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 34.39% | 30.19%+4.2pp | 27.09%+7.3pp | 550.52%-516.1pp |
| Employer contribution / active EE | $7,056 | $4,569+54.4% | $3,951+78.6% | $4,662+51.4% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,277+385.9% | $6,690+355.9% |
| Admin fee / account holder | $1,751 | $12,017-85.4% | $10,362-83.1% | $13,400-86.9% |