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 | $23,394 | $61,789-62.1% | $97,167-75.9% | $80,874-71.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 21.33% | -557.90%+579.2pp | 75.27%-53.9pp | 35.62%-14.3pp |
| Employer contribution / active EE | $3,913 | $1,837+113.1% | $2,729+43.4% | $2,756+42.0% |
| Participant deferral / active EE | $5,161 | $3,028+70.4% | $4,264+21.1% | $4,297+20.1% |
| Admin fee / account holder | $2,900 | $5,168-43.9% | $5,650-48.7% | $6,935-58.2% |