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 | $40,002 | $101,618-60.6% | $93,063-57.0% | $137,256-70.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.22% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,984 | $2,707+10.2% | $2,476+20.5% | $4,156-28.2% |
| Participant deferral / active EE | $5,341 | $4,279+24.8% | $3,958+34.9% | $6,407-16.6% |
| Admin fee / account holder | $2,732 | $6,198-55.9% | $6,033-54.7% | $12,270-77.7% |