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 | $48,967 | $65,034-24.7% | $90,970-46.2% | $79,856-38.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.39% | 30.45%-15.1pp | 134.60%-119.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,875 | $1,247+50.3% | $2,122-11.6% | $2,471-24.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,135 | $4,536-75.0% | $5,961-81.0% | $5,306-78.6% |