Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,499 | $114,119-72.4% | $107,187-70.6% | $138,895-77.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.68% | 273.21%-251.5pp | 204.55%-182.9pp | 145.39%-123.7pp |
| Employer contribution / active EE | $954 | $4,059-76.5% | $3,782-74.8% | $4,194-77.3% |
| Participant deferral / active EE | $5,325 | $5,538-3.8% | $5,096+4.5% | $6,396-16.8% |
| Admin fee / account holder | $1,822 | $10,024-81.8% | $9,162-80.1% | $12,562-85.5% |