Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,237 | $61,816-17.1% | $97,260-47.3% | $80,935-36.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 17.86% | -558.73%+576.6pp | 75.54%-57.7pp | 35.66%-17.8pp |
| Employer contribution / active EE | $5,446 | $1,836+196.6% | $2,721+100.1% | $2,757+97.6% |
| Participant deferral / active EE | $4,648 | $3,027+53.6% | $4,262+9.1% | $4,299+8.1% |
| Admin fee / account holder | $1,213 | $5,166-76.5% | $5,640-78.5% | $6,924-82.5% |