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 | $64,725 | $99,652-35.0% | $78,778-17.8% | $147,586-56.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.65% | 47.28%-28.6pp | 35.62%-17.0pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,538 | $2,796-45.0% | $1,986-22.6% | $4,876-68.5% |
| Participant deferral / active EE | $3,987 | $3,664+8.8% | $2,958+34.8% | $5,439-26.7% |
| Admin fee / account holder | $819 | $7,155-88.6% | $5,134-84.1% | $10,886-92.5% |