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 | $48,220 | $77,472-37.8% | $100,415-52.0% | $80,959-40.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.43% | 37.26%-21.8pp | 49.47%-34.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $8,465 | $2,800+202.3% | $3,943+114.7% | $2,757+207.0% |
| Participant deferral / active EE | $6,829 | $6,818+0.2% | $8,091-15.6% | $4,300+58.8% |
| Admin fee / account holder | $2,809 | $5,885-52.3% | $7,906-64.5% | $6,925-59.4% |