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 | $28,397 | $77,164-63.2% | $178,014-84.0% | $80,874-64.9% |
| Participation rate | 97.7% | 65.7%+32.0pp | 77.1%+20.6pp | 67.6%+30.1pp |
| Annual return | 22.05% | 18.09%+4.0pp | 294.80%-272.7pp | 35.62%-13.6pp |
| Employer contribution / active EE | $2,091 | $2,288-8.6% | $3,950-47.1% | $2,756-24.1% |
| Participant deferral / active EE | $3,547 | $4,408-19.5% | $6,276-43.5% | $4,297-17.5% |
| Admin fee / account holder | $2,404 | $7,164-66.4% | $10,362-76.8% | $6,935-65.3% |