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 | $41,914 | $58,234-28.0% | $81,783-48.7% | $80,874-48.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.95% | 41.70%-26.8pp | 775.05%-760.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,183 | $2,341+35.9% | $2,913+9.3% | $2,756+15.5% |
| Participant deferral / active EE | $3,588 | $3,283+9.3% | $4,320-17.0% | $4,297-16.5% |
| Admin fee / account holder | $506 | $4,982-89.9% | $7,380-93.1% | $6,935-92.7% |