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 | $49,661 | $97,125-48.9% | $86,233-42.4% | $137,256-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.01% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $14,179 | $2,841+399.0% | $2,504+466.2% | $4,156+241.2% |
| Participant deferral / active EE | $8,300 | $5,180+60.2% | $4,559+82.0% | $6,407+29.5% |
| Admin fee / account holder | $2,051 | $9,725-78.9% | $8,342-75.4% | $12,270-83.3% |