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 | $42,222 | $47,479-11.1% | $62,929-32.9% | $82,448-48.8% |
| Participation rate | 96.7% | 66.9%+29.8pp | 73.1%+23.6pp | 68.1%+28.6pp |
| Annual return | 14.67% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,870 | $1,885-0.8% | $2,505-25.3% | $2,551-26.7% |
| Participant deferral / active EE | $4,170 | $2,870+45.3% | $3,888+7.3% | $4,139+0.7% |
| Admin fee / account holder | $5,775 | $3,804+51.8% | $5,065+14.0% | $7,234-20.2% |