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 | $30,133 | $101,063-70.2% | $81,473-63.0% | $147,586-79.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.41% | 32.41%-13.0pp | 38.78%-19.4pp | 578.59%-559.2pp |
| Employer contribution / active EE | $4,553 | $3,206+42.0% | $2,568+77.3% | $4,876-6.6% |
| Participant deferral / active EE | $4,794 | $4,242+13.0% | $3,537+35.5% | $5,439-11.9% |
| Admin fee / account holder | $407 | $5,812-93.0% | $4,561-91.1% | $10,886-96.3% |