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 | $33,328 | $70,418-52.7% | $96,570-65.5% | $85,847-61.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.69% | 18.59%-5.9pp | 37.79%-25.1pp | 318.61%-305.9pp |
| Employer contribution / active EE | $4,664 | $1,413+230.0% | $2,357+97.8% | $2,565+81.8% |
| Participant deferral / active EE | $2,647 | $2,894-8.5% | $3,849-31.2% | $3,952-33.0% |
| Admin fee / account holder | $354 | $4,995-92.9% | $6,182-94.3% | $6,261-94.3% |