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 | $18,292 | $101,069-81.9% | $81,478-77.5% | $147,585-87.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.65% | 32.40%-23.8pp | 38.78%-30.1pp | 578.57%-569.9pp |
| Employer contribution / active EE | $4,005 | $3,205+24.9% | $2,568+56.0% | $4,876-17.9% |
| Participant deferral / active EE | $2,606 | $4,242-38.6% | $3,537-26.3% | $5,439-52.1% |
| Admin fee / account holder | $330 | $5,812-94.3% | $4,561-92.8% | $10,885-97.0% |