Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,215 | $81,276-71.4% | $155,574-85.1% | $80,925-71.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 24.09% | 33.36%-9.3pp | 64.87%-40.8pp | 35.65%-11.6pp |
| Employer contribution / active EE | $3,949 | $3,103+27.3% | $4,676-15.5% | $2,756+43.3% |
| Participant deferral / active EE | $2,686 | $3,453-22.2% | $5,629-52.3% | $4,299-37.5% |
| Admin fee / account holder | $2,705 | $7,993-66.2% | $15,914-83.0% | $6,940-61.0% |