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 | $28,846 | $79,955-63.9% | $98,461-70.7% | $75,173-61.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.33% | 19.75%-4.4pp | 21.17%-5.8pp | 160.72%-145.4pp |
| Employer contribution / active EE | $6,094 | $2,264+169.2% | $3,049+99.9% | $2,671+128.2% |
| Participant deferral / active EE | $1,672 | $3,752-55.5% | $4,738-64.7% | $4,126-59.5% |
| Admin fee / account holder | $1,337 | $6,841-80.5% | $8,961-85.1% | $5,651-76.3% |