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 | $33,583 | $87,059-61.4% | $105,608-68.2% | $80,925-58.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.31% | 17.05%-3.7pp | 116.50%-103.2pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,372 | $2,396+40.7% | $3,167+6.5% | $2,756+22.4% |
| Participant deferral / active EE | $9,149 | $3,986+129.5% | $5,010+82.6% | $4,299+112.8% |
| Admin fee / account holder | $4,393 | $8,443-48.0% | $11,028-60.2% | $6,940-36.7% |