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 | $39,006 | $69,248-43.7% | $64,101-39.1% | $139,466-72.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.51% | 45.95%-27.4pp | 33.72%-15.2pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,159 | $3,185-63.6% | $2,749-57.8% | $4,754-75.6% |
| Participant deferral / active EE | $4,098 | $4,682-12.5% | $3,881+5.6% | $6,712-38.9% |
| Admin fee / account holder | $2,016 | $4,247-52.5% | $3,070-34.3% | $11,409-82.3% |