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 | $35,374 | $124,351-71.6% | $109,188-67.6% | $167,553-78.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.80% | 26.04%-9.2pp | 25.76%-9.0pp | 478.89%-462.1pp |
| Employer contribution / active EE | $13,163 | $4,210+212.7% | $3,723+253.5% | $4,840+172.0% |
| Participant deferral / active EE | $7,896 | $5,257+50.2% | $4,654+69.7% | $6,343+24.5% |
| Admin fee / account holder | $963 | $7,975-87.9% | $6,755-85.8% | $12,316-92.2% |