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 | $27,615 | $81,276-66.0% | $155,574-82.2% | $80,925-65.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.09% | 33.36%-12.3pp | 64.87%-43.8pp | 35.65%-14.6pp |
| Employer contribution / active EE | $6,262 | $3,103+101.8% | $4,676+33.9% | $2,756+127.2% |
| Participant deferral / active EE | $5,251 | $3,453+52.1% | $5,629-6.7% | $4,299+22.1% |
| Admin fee / account holder | $1,047 | $7,993-86.9% | $15,914-93.4% | $6,940-84.9% |