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 | $18,733 | $65,361-71.3% | $92,903-79.8% | $72,983-74.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 38.26% | 42.11%-3.8pp | 109.43%-71.2pp | 81.01%-42.8pp |
| Employer contribution / active EE | $4,651 | $2,594+79.3% | $3,653+27.3% | $2,440+90.6% |
| Participant deferral / active EE | $3,391 | $3,128+8.4% | $4,238-20.0% | $3,608-6.0% |
| Admin fee / account holder | $1,155 | $4,251-72.8% | $5,795-80.1% | $5,124-77.5% |