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 | $54,176 | $165,939-67.4% | $122,354-55.7% | $147,586-63.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 14.03% | 34.56%-20.5pp | 30.28%-16.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,089 | $5,754-81.1% | $4,051-73.1% | $4,876-77.7% |
| Participant deferral / active EE | $5,663 | $4,005+41.4% | $3,287+72.3% | $5,439+4.1% |
| Admin fee / account holder | $358 | $7,425-95.2% | $5,479-93.5% | $10,886-96.7% |