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 | $40,221 | $110,303-63.5% | $95,759-58.0% | $139,487-71.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.42%-28.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $14,662 | $3,261+349.7% | $2,836+416.9% | $4,755+208.4% |
| Participant deferral / active EE | $7,664 | $4,674+64.0% | $4,244+80.6% | $6,713+14.2% |
| Admin fee / account holder | $556 | $6,615-91.6% | $5,678-90.2% | $11,407-95.1% |