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 | $38,902 | $58,275-33.2% | $81,844-52.5% | $80,935-51.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.95% | 41.82%-27.9pp | 778.87%-764.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $4,093 | $2,346+74.5% | $2,916+40.3% | $2,757+48.5% |
| Participant deferral / active EE | $6,741 | $3,285+105.2% | $4,323+55.9% | $4,299+56.8% |
| Admin fee / account holder | $6,741 | $4,749+41.9% | $7,355-8.4% | $6,924-2.7% |