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 | $26,032 | $76,407-65.9% | $150,298-82.7% | $82,448-68.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.92% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,340 | $2,614+27.8% | $4,154-19.6% | $2,551+30.9% |
| Participant deferral / active EE | $941 | $3,214-70.7% | $5,453-82.7% | $4,139-77.3% |
| Admin fee / account holder | $1,949 | $6,352-69.3% | $14,116-86.2% | $7,234-73.1% |