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 | $45,465 | $57,350-20.7% | $83,850-45.8% | $64,181-29.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 3.72% | 11.38%-7.7pp | 850.92%-847.2pp | 7.63%-3.9pp |
| Employer contribution / active EE | $6,047 | $2,545+137.6% | $3,631+66.6% | $2,381+154.0% |
| Participant deferral / active EE | $7,908 | $2,993+164.2% | $4,082+93.7% | $3,470+127.9% |
| Admin fee / account holder | $4,844 | $4,046+19.7% | $5,478-11.6% | $4,887-0.9% |