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 | $9,633 | $101,618-90.5% | $93,063-89.6% | $137,256-93.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.80% | 223.95%-208.1pp | 34.15%-18.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,387 | $2,707-48.8% | $2,476-44.0% | $4,156-66.6% |
| Participant deferral / active EE | $1,818 | $4,279-57.5% | $3,958-54.1% | $6,407-71.6% |
| Admin fee / account holder | $540 | $6,198-91.3% | $6,033-91.1% | $12,270-95.6% |