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 | $39,168 | $103,000-62.0% | $90,300-56.6% | $152,885-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.12% | 95.19%-77.1pp | 78.11%-60.0pp | 345.39%-327.3pp |
| Employer contribution / active EE | $4,428 | $3,138+41.1% | $2,854+55.1% | $4,763-7.0% |
| Participant deferral / active EE | $3,521 | $4,281-17.8% | $3,884-9.4% | $5,851-39.8% |
| Admin fee / account holder | $2,513 | $6,173-59.3% | $5,353-53.0% | $11,598-78.3% |