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 | $22,101 | $211,239-89.5% | $178,528-87.6% | $145,877-84.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.44% | 30.22%-3.8pp | 27.11%-0.7pp | 551.28%-524.8pp |
| Employer contribution / active EE | $2,307 | $4,570-49.5% | $3,950-41.6% | $4,663-50.5% |
| Participant deferral / active EE | $4,720 | $6,963-32.2% | $6,278-24.8% | $6,691-29.5% |
| Admin fee / account holder | $523 | $12,095-95.7% | $10,419-95.0% | $13,402-96.1% |