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 | $24,750 | $61,660-59.9% | $80,022-69.1% | $64,173-61.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 120.97% | -0.33%+121.3pp | 11.22%+109.8pp | 7.63%+113.3pp |
| Employer contribution / active EE | $2,056 | $1,810+13.5% | $2,468-16.7% | $2,381-13.7% |
| Participant deferral / active EE | $4,984 | $2,968+67.9% | $3,686+35.2% | $3,470+43.6% |
| Admin fee / account holder | $1,502 | $5,417-72.3% | $6,521-77.0% | $4,887-69.3% |