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 | $47,270 | $65,704-28.1% | $94,229-49.8% | $59,633-20.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.93% | 5.22%-3.3pp | 10.68%-8.8pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $2,181 | $2,021+7.9% | $3,587-39.2% | $2,203-1.0% |
| Participant deferral / active EE | $6,543 | $3,143+108.2% | $4,320+51.4% | $3,192+105.0% |
| Admin fee / account holder | $538 | $4,265-87.4% | $6,269-91.4% | $4,297-87.5% |