Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,531 | $110,410-64.2% | $102,437-61.4% | $145,897-72.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $4,492 | $4,217+6.5% | $3,871+16.1% | $4,663-3.7% |
| Participant deferral / active EE | $6,762 | $5,622+20.3% | $5,060+33.6% | $6,689+1.1% |
| Admin fee / account holder | $1,174 | $9,745-88.0% | $8,388-86.0% | $13,390-91.2% |