Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,484 | $110,093-56.9% | $97,295-51.2% | $145,897-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.50% | 244.76%-232.3pp | 75.62%-63.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,054 | $3,077-65.7% | $2,723-61.3% | $4,663-77.4% |
| Participant deferral / active EE | $13,902 | $4,678+197.2% | $4,264+226.1% | $6,689+107.8% |
| Admin fee / account holder | $2,492 | $6,212-59.9% | $5,646-55.9% | $13,390-81.4% |