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 | $67,569 | $124,346-45.7% | $111,308-39.3% | $167,536-59.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.01% | 37.45%-16.4pp | 54.67%-33.7pp | 478.82%-457.8pp |
| Employer contribution / active EE | $1,366 | $3,437-60.3% | $2,732-50.0% | $4,839-71.8% |
| Participant deferral / active EE | $4,619 | $5,182-10.9% | $4,487+2.9% | $6,342-27.2% |
| Admin fee / account holder | $4,714 | $10,621-55.6% | $7,965-40.8% | $12,315-61.7% |