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 | $49,124 | $67,823-27.6% | $52,425-6.3% | $137,256-64.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 11.56% | 219.11%-207.5pp | 302.12%-290.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,285 | $1,163+10.5% | $914+40.6% | $4,156-69.1% |
| Participant deferral / active EE | $9,183 | $2,288+301.4% | $1,790+412.9% | $6,407+43.3% |
| Admin fee / account holder | $770 | $2,844-72.9% | $2,495-69.1% | $12,270-93.7% |