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 | $55,677 | $98,776-43.6% | $149,745-62.8% | $79,856-30.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.12% | 27.38%-14.3pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,562 | $3,217+10.7% | $4,646-23.3% | $2,471+44.1% |
| Participant deferral / active EE | $3,711 | $5,681-34.7% | $6,843-45.8% | $3,741-0.8% |
| Admin fee / account holder | $2,571 | $6,053-57.5% | $9,312-72.4% | $5,306-51.6% |