Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,756 | $165,399-65.7% | $149,745-62.1% | $158,982-64.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.21% | 348.34%-325.1pp | 276.72%-253.5pp | 302.99%-279.8pp |
| Employer contribution / active EE | $2,559 | $5,105-49.9% | $4,646-44.9% | $4,763-46.3% |
| Participant deferral / active EE | $7,529 | $7,183+4.8% | $6,843+10.0% | $5,983+25.8% |
| Admin fee / account holder | $1,325 | $10,811-87.7% | $9,312-85.8% | $11,252-88.2% |