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 | $18,494 | $151,427-87.8% | $112,860-83.6% | $154,746-88.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 22.02% | 30.95%-8.9pp | 35.26%-13.2pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,098 | $2,750-23.7% | $2,206-4.9% | $4,379-52.1% |
| Participant deferral / active EE | $3,502 | $4,285-18.3% | $3,493+0.3% | $6,730-48.0% |
| Admin fee / account holder | $568 | $7,369-92.3% | $6,841-91.7% | $14,365-96.0% |