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 | $30,639 | $81,262-62.3% | $155,602-80.3% | $80,911-62.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.28% | 33.34%-22.1pp | 64.81%-53.5pp | 35.63%-24.4pp |
| Employer contribution / active EE | $2,145 | $3,102-30.8% | $4,675-54.1% | $2,756-22.2% |
| Participant deferral / active EE | $4,422 | $3,451+28.1% | $5,629-21.4% | $4,297+2.9% |
| Admin fee / account holder | $481 | $7,992-94.0% | $15,923-97.0% | $6,935-93.1% |