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 | $42,660 | $83,337-48.8% | $67,834-37.1% | $273,972-84.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.63% | 259.45%-252.8pp | 138.47%-131.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,379 | $3,287+33.2% | $2,403+82.2% | $4,869-10.1% |
| Participant deferral / active EE | $4,306 | $4,088+5.3% | $3,160+36.3% | $5,287-18.6% |
| Admin fee / account holder | $4,331 | $6,752-35.9% | $4,622-6.3% | $10,133-57.3% |