Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $30,206 | $176,794-82.9% | $146,647-79.4% | $167,553-82.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.12% | 24.04%-8.9pp | 22.75%-7.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $3,268 | $5,161-36.7% | $4,137-21.0% | $4,840-32.5% |
| Participant deferral / active EE | $9,302 | $6,440+44.4% | $5,506+68.9% | $6,343+46.7% |
| Admin fee / account holder | $2,187 | $13,262-83.5% | $10,281-78.7% | $12,316-82.2% |