Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $110,337-64.2% | $102,383-61.4% | $145,877-72.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $4,492 | $4,216+6.6% | $3,870+16.1% | $4,663-3.7% |
| Participant deferral / active EE | $6,762 | $5,621+20.3% | $5,060+33.7% | $6,691+1.1% |
| Admin fee / account holder | $1,174 | $9,750-88.0% | $8,391-86.0% | $13,402-91.2% |