Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,396 | $112,729-85.5% | $98,716-83.4% | $137,256-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.43% | 38.48%-18.0pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,597 | $2,725+32.0% | $2,279+57.9% | $4,156-13.4% |
| Participant deferral / active EE | $6,654 | $4,640+43.4% | $4,048+64.4% | $6,407+3.9% |
| Admin fee / account holder | $746 | $10,129-92.6% | $8,703-91.4% | $12,270-93.9% |