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 | $30,230 | $53,128-43.1% | $86,582-65.1% | $70,126-56.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.68% | 27.66%-14.0pp | 965.08%-951.4pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,123 | $2,068-45.7% | $2,839-60.5% | $2,343-52.1% |
| Participant deferral / active EE | $2,693 | $2,695-0.1% | $3,609-25.4% | $3,332-19.2% |
| Admin fee / account holder | $2,087 | $3,584-41.8% | $4,904-57.4% | $4,645-55.1% |