Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,295 | $93,598-59.1% | $135,974-71.8% | $75,173-49.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.56% | 30.89%-10.3pp | 68.30%-47.7pp | 160.72%-140.2pp |
| Employer contribution / active EE | $8,606 | $3,538+143.3% | $4,859+77.1% | $2,671+222.2% |
| Participant deferral / active EE | $8,526 | $6,405+33.1% | $7,760+9.9% | $4,126+106.6% |
| Admin fee / account holder | $453 | $6,978-93.5% | $10,767-95.8% | $5,651-92.0% |