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 | $101,462 | $118,877-14.6% | $96,570+5.1% | $167,536-39.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.63% | 50.50%-24.9pp | 37.79%-12.2pp | 478.82%-453.2pp |
| Employer contribution / active EE | $1,429 | $3,121-54.2% | $2,357-39.4% | $4,839-70.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,901 | $8,069-76.4% | $6,182-69.3% | $12,315-84.6% |