Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,869 | $124,425-81.6% | $112,040-79.6% | $137,256-83.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.50% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,250 | $3,411+24.6% | $2,954+43.9% | $4,156+2.3% |
| Participant deferral / active EE | $12,068 | $5,718+111.0% | $5,098+136.7% | $6,407+88.4% |
| Admin fee / account holder | $1,378 | $15,207-90.9% | $12,098-88.6% | $12,270-88.8% |