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 | $44,084 | $48,364-8.8% | $71,796-38.6% | $62,881-29.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.26% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,242 | $1,042+115.2% | $1,924+16.5% | $2,281-1.7% |
| Participant deferral / active EE | $2,551 | $2,091+22.0% | $2,794-8.7% | $3,203-20.3% |
| Admin fee / account holder | $651 | $3,771-82.7% | $4,815-86.5% | $4,296-84.8% |