Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,208 | $81,504-70.3% | $102,437-76.4% | $80,959-70.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.08% | 25.60%-9.5pp | 24.95%-8.9pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,590 | $3,104-16.5% | $3,871-33.1% | $2,757-6.1% |
| Participant deferral / active EE | $2,448 | $3,871-36.8% | $5,060-51.6% | $4,300-43.1% |
| Admin fee / account holder | $1,759 | $6,719-73.8% | $8,388-79.0% | $6,925-74.6% |