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 | $48,748 | $85,171-42.8% | $172,753-71.8% | $72,976-33.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.98% | 27.32%-9.3pp | 803.00%-785.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $4,739 | $3,324+42.6% | $5,144-7.9% | $2,440+94.2% |
| Participant deferral / active EE | $3,042 | $3,260-6.7% | $5,198-41.5% | $3,608-15.7% |
| Admin fee / account holder | $688 | $5,880-88.3% | $13,956-95.1% | $5,124-86.6% |