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 | $24,885 | $58,258-57.3% | $81,820-69.6% | $80,925-69.2% |
| Participation rate | 95.0% | 63.5%+31.5pp | 72.4%+22.6pp | 67.7%+27.3pp |
| Annual return | 17.07% | 41.76%-24.7pp | 777.93%-760.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $1,659 | $2,345-29.3% | $2,915-43.1% | $2,756-39.8% |
| Participant deferral / active EE | $3,633 | $3,284+10.6% | $4,323-16.0% | $4,299-15.5% |
| Admin fee / account holder | $1,472 | $4,976-70.4% | $7,391-80.1% | $6,940-78.8% |