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 | $94,439-48.0% | $73,658-33.3% | $154,746-68.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 11.56% | 28.25%-16.7pp | 29.72%-18.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,285 | $1,257+2.2% | $1,032+24.5% | $4,379-70.7% |
| Participant deferral / active EE | $9,183 | $2,527+263.4% | $2,062+345.4% | $6,730+36.4% |
| Admin fee / account holder | $770 | $3,843-80.0% | $3,357-77.1% | $14,365-94.6% |