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 | $51,426 | $83,337-38.3% | $67,834-24.2% | $273,972-81.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.18% | 259.45%-250.3pp | 138.47%-129.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,355 | $3,287-28.4% | $2,403-2.0% | $4,869-51.6% |
| Participant deferral / active EE | $5,854 | $4,088+43.2% | $3,160+85.3% | $5,287+10.7% |
| Admin fee / account holder | $9,080 | $6,752+34.5% | $4,622+96.4% | $10,133-10.4% |