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 | $39,891 | $61,789-35.4% | $97,167-58.9% | $80,874-50.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 11.09% | -557.90%+569.0pp | 75.27%-64.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $4,203 | $1,837+128.9% | $2,729+54.0% | $2,756+52.5% |
| Participant deferral / active EE | $3,823 | $3,028+26.2% | $4,264-10.3% | $4,297-11.0% |
| Admin fee / account holder | $22,237 | $5,168+330.3% | $5,650+293.6% | $6,935+220.6% |