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 | $26,445 | $100,073-73.6% | $85,126-68.9% | $145,877-81.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.09% | 84.11%-64.0pp | 66.63%-46.5pp | 551.28%-531.2pp |
| Employer contribution / active EE | $3,388 | $3,236+4.7% | $2,731+24.0% | $4,663-27.3% |
| Participant deferral / active EE | $8,735 | $5,294+65.0% | $4,523+93.1% | $6,691+30.6% |
| Admin fee / account holder | $707 | $7,261-90.3% | $6,160-88.5% | $13,402-94.7% |