Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,169 | $90,486-50.1% | $78,676-42.6% | $273,972-83.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.47% | 75.62%-73.2pp | 62.19%-59.7pp | 41.46%-39.0pp |
| Employer contribution / active EE | $2,186 | $3,175-31.2% | $2,850-23.3% | $4,869-55.1% |
| Participant deferral / active EE | $4,056 | $3,901+4.0% | $3,517+15.3% | $5,287-23.3% |
| Admin fee / account holder | $5,000 | $5,263-5.0% | $4,510+10.9% | $10,133-50.7% |