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 | $29,062 | $51,184-43.2% | $66,439-56.3% | $86,983-66.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.61% | 17.07%-6.5pp | 757.66%-747.1pp | 25.83%-15.2pp |
| Employer contribution / active EE | $2,327 | $2,023+15.0% | $2,637-11.7% | $2,584-10.0% |
| Participant deferral / active EE | $3,048 | $2,927+4.1% | $3,876-21.4% | $4,194-27.3% |
| Admin fee / account holder | $2,249 | $4,154-45.9% | $6,173-63.6% | $7,856-71.4% |