Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,644 | $126,661-75.0% | $113,397-72.1% | $138,895-77.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.30% | 25.05%-12.8pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,332 | $3,456-61.4% | $2,977-55.2% | $4,194-68.2% |
| Participant deferral / active EE | $3,177 | $5,693-44.2% | $5,076-37.4% | $6,396-50.3% |
| Admin fee / account holder | $512 | $14,549-96.5% | $11,957-95.7% | $12,562-95.9% |