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 | $56,853 | $87,132-34.8% | $105,624-46.2% | $80,959-29.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.75% | 17.03%-3.3pp | 116.20%-102.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,585 | $2,397-33.9% | $3,168-50.0% | $2,757-42.5% |
| Participant deferral / active EE | $2,870 | $3,985-28.0% | $5,013-42.7% | $4,300-33.3% |
| Admin fee / account holder | $4,079 | $8,449-51.7% | $10,961-62.8% | $6,925-41.1% |