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 | $28,659 | $45,152-36.5% | $73,836-61.2% | $59,633-51.9% |
| Participation rate | 92.9% | 64.0%+28.8pp | 73.4%+19.4pp | 68.7%+24.2pp |
| Annual return | 0.20% | 27.40%-27.2pp | 2268.06%-2267.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $3,283 | $1,901+72.7% | $2,787+17.8% | $2,203+49.0% |
| Participant deferral / active EE | $8,409 | $2,573+226.8% | $3,583+134.7% | $3,192+163.5% |
| Admin fee / account holder | $2,696 | $3,515-23.3% | $4,882-44.8% | $4,297-37.3% |