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 | $51,248 | $76,608-33.1% | $56,077-8.6% | $145,877-64.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 13.70% | 3009.59%-2995.9pp | 1709.28%-1695.6pp | 551.28%-537.6pp |
| Employer contribution / active EE | $804 | $1,382-41.8% | $1,040-22.7% | $4,663-82.8% |
| Participant deferral / active EE | $3,035 | $2,624+15.6% | $1,954+55.3% | $6,691-54.6% |
| Admin fee / account holder | $2,115 | $3,325-36.4% | $2,825-25.1% | $13,402-84.2% |