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 | $30,423 | $47,944-36.5% | $67,834-55.2% | $62,881-51.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.04% | 11.77%-5.7pp | 138.47%-132.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,576 | $1,562+64.9% | $2,403+7.2% | $2,281+12.9% |
| Participant deferral / active EE | $1,243 | $2,247-44.7% | $3,160-60.6% | $3,203-61.2% |
| Admin fee / account holder | $5,658 | $3,712+52.4% | $4,622+22.4% | $4,296+31.7% |