Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,224 | $114,013-90.2% | $103,693-89.2% | $155,188-92.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.55% | 49.31%-38.8pp | 47.61%-37.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $2,844 | $3,131-9.2% | $2,920-2.6% | $4,248-33.1% |
| Participant deferral / active EE | $1,677 | $4,970-66.3% | $4,579-63.4% | $6,531-74.3% |
| Admin fee / account holder | $430 | $8,407-94.9% | $7,858-94.5% | $14,480-97.0% |