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 | $47,522 | $101,798-53.3% | $165,071-71.2% | $80,935-41.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.86% | 16.73%-5.9pp | 70.17%-59.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,994 | $2,954-32.5% | $4,347-54.1% | $2,757-27.7% |
| Participant deferral / active EE | $2,753 | $4,476-38.5% | $6,035-54.4% | $4,299-36.0% |
| Admin fee / account holder | $910 | $8,221-88.9% | $12,695-92.8% | $6,924-86.9% |