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 | $41,854 | $96,558-56.7% | $80,977-48.3% | $273,972-84.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 12.07% | 15.14%-3.1pp | 17.11%-5.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $11,872 | $4,869+143.8% | $3,715+219.6% | $4,869+143.8% |
| Participant deferral / active EE | $12,236 | $6,598+85.5% | $5,696+114.8% | $5,287+131.4% |
| Admin fee / account holder | $656 | $7,493-91.2% | $5,517-88.1% | $10,133-93.5% |