Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,752 | $110,410-68.5% | $102,437-66.1% | $145,897-76.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.05% | 24.85%-9.8pp | 24.95%-9.9pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,637 | $4,217-37.5% | $3,871-31.9% | $4,663-43.5% |
| Participant deferral / active EE | $5,374 | $5,622-4.4% | $5,060+6.2% | $6,689-19.7% |
| Admin fee / account holder | $606 | $9,745-93.8% | $8,388-92.8% | $13,390-95.5% |