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 | $27,192 | $106,236-74.4% | $96,496-71.8% | $139,427-80.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.30% | 38.43%-21.1pp | 35.70%-18.4pp | 373.27%-356.0pp |
| Employer contribution / active EE | $1,268 | $4,104-69.1% | $3,738-66.1% | $4,752-73.3% |
| Participant deferral / active EE | $7,599 | $5,455+39.3% | $4,879+55.8% | $6,711+13.2% |
| Admin fee / account holder | $1,940 | $7,879-75.4% | $6,731-71.2% | $11,404-83.0% |