Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,258 | $58,275-13.8% | $81,844-38.6% | $80,935-37.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.72% | 41.82%-26.1pp | 778.87%-763.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,726 | $2,346+58.9% | $2,916+27.8% | $2,757+35.2% |
| Participant deferral / active EE | $7,844 | $3,285+138.8% | $4,323+81.4% | $4,299+82.5% |
| Admin fee / account holder | $2,525 | $4,749-46.8% | $7,355-65.7% | $6,924-63.5% |