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 | $41,542 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-84.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 4.80% | 2.55%+2.3pp | 5.24%-0.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $10,585 | $2,350+350.4% | $1,844+474.1% | $4,869+117.4% |
| Participant deferral / active EE | $6,833 | $2,962+130.7% | $2,591+163.8% | $5,287+29.2% |
| Admin fee / account holder | $579 | $3,725-84.5% | $2,903-80.1% | $10,133-94.3% |