Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,830 | $147,556-73.0% | $129,031-69.1% | $198,609-79.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.62% | 37.41%-18.8pp | 34.67%-16.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,340 | $3,645-63.2% | $3,226-58.5% | $5,055-73.5% |
| Participant deferral / active EE | $2,859 | $5,760-50.4% | $5,217-45.2% | $6,977-59.0% |
| Admin fee / account holder | $879 | $15,467-94.3% | $13,208-93.3% | $19,030-95.4% |