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 | $27,851 | $91,179-69.5% | $178,499-84.4% | $79,852-65.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.00% | 24.19%+0.8pp | 151.10%-126.1pp | 31.72%-6.7pp |
| Employer contribution / active EE | $4,518 | $3,256+38.8% | $5,011-9.9% | $2,471+82.8% |
| Participant deferral / active EE | $2,962 | $3,236-8.5% | $5,202-43.1% | $3,740-20.8% |
| Admin fee / account holder | $503 | $6,749-92.5% | $13,986-96.4% | $5,306-90.5% |