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 | $32,652 | $110,379-70.4% | $102,412-68.1% | $145,884-77.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $6,327 | $4,216+50.1% | $3,870+63.5% | $4,662+35.7% |
| Participant deferral / active EE | $10,748 | $5,622+91.2% | $5,060+112.4% | $6,690+60.7% |
| Admin fee / account holder | $2,771 | $9,745-71.6% | $8,388-67.0% | $13,392-79.3% |