Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,402 | $103,038-84.1% | $90,324-81.8% | $152,909-89.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.46% | 95.25%-67.8pp | 78.15%-50.7pp | 345.46%-318.0pp |
| Employer contribution / active EE | $3,447 | $3,141+9.8% | $2,856+20.7% | $4,764-27.6% |
| Participant deferral / active EE | $6,285 | $4,282+46.8% | $3,885+61.7% | $5,851+7.4% |
| Admin fee / account holder | $421 | $6,177-93.2% | $5,356-92.1% | $11,601-96.4% |