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 | $26,930 | $49,199-45.3% | $121,210-77.8% | $75,177-64.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 17.30% | 56.04%-38.7pp | 987.41%-970.1pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,910 | $1,547+23.5% | $4,171-54.2% | $2,671-28.5% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,030 | $3,946-73.9% | $5,647-81.8% | $5,651-81.8% |