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 | $42,262 | $156,398-73.0% | $147,318-71.3% | $138,895-69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.92% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $7,460 | $4,853+53.7% | $4,593+62.4% | $4,194+77.9% |
| Participant deferral / active EE | $7,920 | $8,237-3.9% | $7,906+0.2% | $6,396+23.8% |
| Admin fee / account holder | $1,270 | $14,976-91.5% | $13,708-90.7% | $12,562-89.9% |