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 | $25,627 | $95,188-73.1% | $76,518-66.5% | $135,380-81.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 5.13% | 4.85%+0.3pp | -0.27%+5.4pp | 519.81%-514.7pp |
| Employer contribution / active EE | $6,643 | $3,303+101.1% | $2,647+150.9% | $4,779+39.0% |
| Participant deferral / active EE | $1,207 | $4,640-74.0% | $3,836-68.5% | $5,609-78.5% |
| Admin fee / account holder | $328 | $6,249-94.7% | $4,849-93.2% | $10,828-97.0% |