Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,444 | $55,457-52.3% | $77,361-65.8% | $94,015-71.9% |
| Participation rate | 81.3% | 69.8%+11.4pp | 75.0%+6.3pp | 70.8%+10.4pp |
| Annual return | 12.02% | 15.57%-3.5pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $2,811 | $2,255+24.7% | $2,990-6.0% | $2,790+0.8% |
| Participant deferral / active EE | $2,273 | $3,069-25.9% | $3,911-41.9% | $4,249-46.5% |
| Admin fee / account holder | $727 | $4,334-83.2% | $5,894-87.7% | $8,951-91.9% |