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 | $33,232 | $81,664-59.3% | $70,476-52.8% | $158,966-79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.37% | 208.59%-198.2pp | 109.12%-98.7pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,234 | $3,219-61.7% | $2,738-54.9% | $4,762-74.1% |
| Participant deferral / active EE | $8,368 | $4,556+83.7% | $3,710+125.5% | $5,983+39.9% |
| Admin fee / account holder | $449 | $6,197-92.8% | $3,847-88.3% | $11,250-96.0% |