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 | $23,801 | $162,136-85.3% | $152,301-84.4% | $154,746-84.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.55% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,779 | $4,890-63.6% | $4,624-61.5% | $4,379-59.4% |
| Participant deferral / active EE | $16,818 | $8,341+101.6% | $8,004+110.1% | $6,730+149.9% |
| Admin fee / account holder | $30,187 | $15,759+91.5% | $14,398+109.7% | $14,365+110.1% |