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 | $37,869 | $78,707-51.9% | $117,861-67.9% | $70,126-46.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.81% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,811 | $2,223-18.6% | $3,786-52.2% | $2,343-22.7% |
| Participant deferral / active EE | $1,605 | $3,297-51.3% | $4,482-64.2% | $3,332-51.8% |
| Admin fee / account holder | $8,795 | $5,066+73.6% | $8,021+9.7% | $4,645+89.3% |