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 | $23,128 | $46,877-50.7% | $122,354-81.1% | $70,124-67.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 34.19% | 24.22%+10.0pp | 30.28%+3.9pp | 73.14%-39.0pp |
| Employer contribution / active EE | $9,652 | $1,288+649.2% | $4,051+138.3% | $2,342+312.0% |
| Participant deferral / active EE | $9,545 | $2,167+340.4% | $3,287+190.4% | $3,332+186.5% |
| Admin fee / account holder | $1,657 | $3,324-50.2% | $5,479-69.8% | $4,645-64.3% |