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 | $47,019 | $52,678-10.7% | $75,784-38.0% | $59,633-21.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.74% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $3,718 | $2,193+69.5% | $3,323+11.9% | $2,203+68.8% |
| Participant deferral / active EE | $3,513 | $2,591+35.6% | $3,652-3.8% | $3,192+10.1% |
| Admin fee / account holder | $1,280 | $3,610-64.6% | $5,300-75.9% | $4,297-70.2% |