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 | $53,500 | $51,184+4.5% | $66,439-19.5% | $86,983-38.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.22% | 17.07%-4.9pp | 757.66%-745.4pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,427 | $2,023-29.4% | $2,637-45.9% | $2,584-44.8% |
| Participant deferral / active EE | $3,998 | $2,927+36.6% | $3,876+3.1% | $4,194-4.7% |
| Admin fee / account holder | $1,486 | $4,154-64.2% | $6,173-75.9% | $7,856-81.1% |