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 | $49,116 | $101,063-51.4% | $81,473-39.7% | $147,586-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.69% | 32.41%-23.7pp | 38.78%-30.1pp | 578.59%-569.9pp |
| Employer contribution / active EE | $653 | $3,206-79.6% | $2,568-74.6% | $4,876-86.6% |
| Participant deferral / active EE | $3,730 | $4,242-12.1% | $3,537+5.5% | $5,439-31.4% |
| Admin fee / account holder | $915 | $5,812-84.3% | $4,561-79.9% | $10,886-91.6% |