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 | $24,155 | $52,279-53.8% | $89,414-73.0% | $79,852-69.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 16.53% | 22.16%-5.6pp | 245.50%-229.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $5,839 | $1,572+271.6% | $2,586+125.8% | $2,471+136.3% |
| Participant deferral / active EE | $2,371 | $2,740-13.5% | $3,890-39.0% | $3,740-36.6% |
| Admin fee / account holder | $553 | $3,356-83.5% | $4,883-88.7% | $5,306-89.6% |