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 | $39,895 | $77,920-48.8% | $149,723-73.4% | $75,177-46.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.16% | 31.72%-15.6pp | 134.50%-118.3pp | 160.75%-144.6pp |
| Employer contribution / active EE | $9,615 | $3,138+206.4% | $4,821+99.4% | $2,671+260.0% |
| Participant deferral / active EE | $4,794 | $3,411+40.5% | $5,682-15.6% | $4,126+16.2% |
| Admin fee / account holder | $1,572 | $5,951-73.6% | $13,215-88.1% | $5,651-72.2% |