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 | $20,055 | $95,406-79.0% | $185,849-89.2% | $85,847-76.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.05% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.6pp |
| Employer contribution / active EE | $4,050 | $3,314+22.2% | $5,169-21.6% | $2,565+57.9% |
| Participant deferral / active EE | $2,279 | $3,424-33.4% | $5,569-59.1% | $3,952-42.3% |
| Admin fee / account holder | $965 | $7,214-86.6% | $16,244-94.1% | $6,261-84.6% |