Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,431 | $55,930+47.4% | $76,089+8.3% | $80,925+1.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.65% | 20.58%-8.9pp | 360.94%-349.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,925 | $1,866+3.1% | $2,690-28.5% | $2,756-30.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,377 | $5,241+136.2% | $6,418+92.9% | $6,940+78.3% |