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 | $20,583 | $124,351-83.4% | $109,188-81.1% | $167,553-87.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.64% | 26.04%-13.4pp | 25.76%-13.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $964 | $4,210-77.1% | $3,723-74.1% | $4,840-80.1% |
| Participant deferral / active EE | $3,959 | $5,257-24.7% | $4,654-14.9% | $6,343-37.6% |
| Admin fee / account holder | $5,269 | $7,975-33.9% | $6,755-22.0% | $12,316-57.2% |