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 | $46,755 | $72,071-35.1% | $68,368-31.6% | $137,256-65.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.94% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,330 | $2,788-52.3% | $2,649-49.8% | $4,156-68.0% |
| Participant deferral / active EE | $2,331 | $4,410-47.1% | $4,123-43.5% | $6,407-63.6% |
| Admin fee / account holder | $5,325 | $5,336-0.2% | $5,150+3.4% | $12,270-56.6% |