Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,999 | $183,516-88.0% | $155,534-85.9% | $145,884-84.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,748 | $5,315-67.1% | $4,675-62.6% | $4,662-62.5% |
| Participant deferral / active EE | $4,365 | $6,467-32.5% | $5,630-22.5% | $6,690-34.8% |
| Admin fee / account holder | $953 | $19,293-95.1% | $15,900-94.0% | $13,392-92.9% |