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 | $37,451 | $162,812-77.0% | $133,971-72.0% | $158,966-76.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.72% | 41.94%-24.2pp | 45.09%-27.4pp | 302.95%-285.2pp |
| Employer contribution / active EE | $2,608 | $4,976-47.6% | $3,919-33.5% | $4,762-45.2% |
| Participant deferral / active EE | $5,321 | $5,910-10.0% | $5,047+5.4% | $5,983-11.1% |
| Admin fee / account holder | $3,480 | $11,741-70.4% | $8,929-61.0% | $11,250-69.1% |