Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,563 | $81,331-75.9% | $155,534-87.4% | $80,935-75.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.37% | 33.37%-12.0pp | 64.92%-43.5pp | 35.66%-14.3pp |
| Employer contribution / active EE | $2,755 | $3,105-11.3% | $4,675-41.1% | $2,757-0.1% |
| Participant deferral / active EE | $5,926 | $3,454+71.6% | $5,630+5.3% | $4,299+37.8% |
| Admin fee / account holder | $564 | $7,999-92.9% | $15,900-96.5% | $6,924-91.8% |