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 | $33,966 | $106,247-68.0% | $96,515-64.8% | $139,466-75.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.20% | 38.47%-15.3pp | 35.73%-12.5pp | 373.66%-350.5pp |
| Employer contribution / active EE | $6,967 | $4,106+69.7% | $3,740+86.3% | $4,754+46.5% |
| Participant deferral / active EE | $12,319 | $5,456+125.8% | $4,880+152.5% | $6,712+83.5% |
| Admin fee / account holder | $511 | $7,885-93.5% | $6,735-92.4% | $11,409-95.5% |