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 | $51,242 | $118,877-56.9% | $96,570-46.9% | $167,536-69.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.50% | 50.50%-41.0pp | 37.79%-28.3pp | 478.82%-469.3pp |
| Employer contribution / active EE | $2,025 | $3,121-35.1% | $2,357-14.1% | $4,839-58.1% |
| Participant deferral / active EE | $2,185 | $4,617-52.7% | $3,849-43.2% | $6,342-65.6% |
| Admin fee / account holder | $17,750 | $8,069+120.0% | $6,182+187.1% | $12,315+44.1% |