Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,168 | $122,962-84.4% | $71,585-73.2% | $138,895-86.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 16.21% | 37.84%-21.6pp | 59.26%-43.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,790 | $2,620+6.5% | $1,669+67.2% | $4,194-33.5% |
| Participant deferral / active EE | $3,902 | $4,311-9.5% | $2,923+33.5% | $6,396-39.0% |
| Admin fee / account holder | $828 | $6,488-87.2% | $4,712-82.4% | $12,562-93.4% |