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 | $25,089 | $93,064-73.0% | $74,577-66.4% | $273,972-90.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.63% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,286 | $3,160+35.6% | $2,525+69.7% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $924 | $5,273-82.5% | $4,138-77.7% | $10,133-90.9% |