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 | $10,836 | $72,071-85.0% | $68,368-84.1% | $137,256-92.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.75% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,918 | $2,788-31.2% | $2,649-27.6% | $4,156-53.9% |
| Participant deferral / active EE | $2,640 | $4,410-40.1% | $4,123-36.0% | $6,407-58.8% |
| Admin fee / account holder | $439 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |