Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,836 | $100,147-88.2% | $81,286-85.4% | $145,877-91.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.83% | 34.44%-20.6pp | 24.80%-11.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,745 | $2,977-41.4% | $2,463-29.1% | $4,663-62.6% |
| Participant deferral / active EE | $2,253 | $4,607-51.1% | $3,883-42.0% | $6,691-66.3% |
| Admin fee / account holder | $1,310 | $8,201-84.0% | $5,764-77.3% | $13,402-90.2% |