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 | $19,490 | $97,125-79.9% | $86,233-77.4% | $137,256-85.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 30.98% | 74.19%-43.2pp | 61.39%-30.4pp | 220.34%-189.4pp |
| Employer contribution / active EE | $3,828 | $2,841+34.7% | $2,504+52.8% | $4,156-7.9% |
| Participant deferral / active EE | $5,977 | $5,180+15.4% | $4,559+31.1% | $6,407-6.7% |
| Admin fee / account holder | $472 | $9,725-95.1% | $8,342-94.3% | $12,270-96.2% |