Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,274 | $57,057-55.7% | $85,009-70.3% | $80,874-68.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 17.45% | 21.66%-4.2pp | 66.47%-49.0pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,925 | $1,799+7.0% | $2,728-29.4% | $2,756-30.1% |
| Participant deferral / active EE | $7,333 | $3,112+135.7% | $4,522+62.2% | $4,297+70.7% |
| Admin fee / account holder | $1,821 | $4,986-63.5% | $6,153-70.4% | $6,935-73.7% |