Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,238 | $72,071-71.9% | $68,368-70.4% | $137,256-85.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.92% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,573 | $2,788+28.2% | $2,649+34.9% | $4,156-14.0% |
| Participant deferral / active EE | $4,995 | $4,410+13.3% | $4,123+21.1% | $6,407-22.0% |
| Admin fee / account holder | $1,543 | $5,336-71.1% | $5,150-70.0% | $12,270-87.4% |