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 | $52,715 | $70,418-25.1% | $96,570-45.4% | $85,847-38.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 20.85% | 18.59%+2.3pp | 37.79%-16.9pp | 318.61%-297.8pp |
| Employer contribution / active EE | $3,615 | $1,413+155.8% | $2,357+53.3% | $2,565+40.9% |
| Participant deferral / active EE | $3,961 | $2,894+36.9% | $3,849+2.9% | $3,952+0.2% |
| Admin fee / account holder | $1,140 | $4,995-77.2% | $6,182-81.6% | $6,261-81.8% |