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 | $44,964 | $75,959-40.8% | $154,114-70.8% | $64,181-29.9% |
| Participation rate | 77.5% | 70.4%+7.0pp | 83.0%-5.6pp | 69.6%+7.9pp |
| Annual return | 11.26% | 30.32%-19.1pp | 735.16%-723.9pp | 7.63%+3.6pp |
| Employer contribution / active EE | $1,099 | $3,350-67.2% | $5,298-79.3% | $2,381-53.8% |
| Participant deferral / active EE | $2,947 | $3,175-7.2% | $5,081-42.0% | $3,470-15.1% |
| Admin fee / account holder | $1,247 | $5,589-77.7% | $13,411-90.7% | $4,887-74.5% |