Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,510 | $117,895-47.8% | $102,460-40.0% | $145,897-57.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 31.92%-21.7pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,135 | $3,619-68.6% | $3,025-62.5% | $4,663-75.7% |
| Participant deferral / active EE | $3,043 | $5,736-47.0% | $5,056-39.8% | $6,689-54.5% |
| Admin fee / account holder | $832 | $13,353-93.8% | $9,460-91.2% | $13,390-93.8% |