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 | $17,100 | $106,267-83.9% | $96,520-82.3% | $139,456-87.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.65% | 38.45%-26.8pp | 35.72%-24.1pp | 373.45%-361.8pp |
| Employer contribution / active EE | $805 | $4,105-80.4% | $3,739-78.5% | $4,753-83.1% |
| Participant deferral / active EE | $2,335 | $5,454-57.2% | $4,879-52.1% | $6,711-65.2% |
| Admin fee / account holder | $3,919 | $7,882-50.3% | $6,733-41.8% | $11,407-65.6% |