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 | $29,517 | $157,296-81.2% | $141,191-79.1% | $152,897-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.85% | 64.34%-48.5pp | 71.41%-55.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $3,791 | $5,262-28.0% | $4,736-20.0% | $4,764-20.4% |
| Participant deferral / active EE | $7,970 | $7,111+12.1% | $6,710+18.8% | $5,851+36.2% |
| Admin fee / account holder | $3,088 | $12,125-74.5% | $10,264-69.9% | $11,599-73.4% |