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 | $31,210 | $58,234-46.4% | $81,783-61.8% | $80,874-61.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 16.86% | 41.70%-24.8pp | 775.05%-758.2pp | 35.62%-18.8pp |
| Employer contribution / active EE | $1,504 | $2,341-35.7% | $2,913-48.3% | $2,756-45.4% |
| Participant deferral / active EE | $2,687 | $3,283-18.1% | $4,320-37.8% | $4,297-37.5% |
| Admin fee / account holder | $1,659 | $4,982-66.7% | $7,380-77.5% | $6,935-76.1% |