Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,899 | $100,147-84.1% | $81,286-80.4% | $145,877-89.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 13.25% | 34.44%-21.2pp | 24.80%-11.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,343 | $2,977-21.3% | $2,463-4.8% | $4,663-49.7% |
| Participant deferral / active EE | $4,096 | $4,607-11.1% | $3,883+5.5% | $6,691-38.8% |
| Admin fee / account holder | $1,553 | $8,201-81.1% | $5,764-73.1% | $13,402-88.4% |