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 | $53,163 | $58,275-8.8% | $81,844-35.0% | $80,935-34.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 24.89% | 41.82%-16.9pp | 778.87%-754.0pp | 35.66%-10.8pp |
| Employer contribution / active EE | $2,711 | $2,346+15.5% | $2,916-7.1% | $2,757-1.7% |
| Participant deferral / active EE | $6,072 | $3,285+84.8% | $4,323+40.4% | $4,299+41.2% |
| Admin fee / account holder | $3,698 | $4,749-22.1% | $7,355-49.7% | $6,924-46.6% |