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 | $48,653 | $91,537-46.8% | $130,045-62.6% | $75,173-35.3% |
| Participation rate | 97.5% | 71.5%+26.0pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 15.29% | -631.55%+646.8pp | -137.30%+152.6pp | 160.72%-145.4pp |
| Employer contribution / active EE | $2,018 | $2,845-29.1% | $4,321-53.3% | $2,671-24.4% |
| Participant deferral / active EE | $3,729 | $4,343-14.1% | $5,820-35.9% | $4,126-9.6% |
| Admin fee / account holder | $4,631 | $6,780-31.7% | $10,600-56.3% | $5,651-18.1% |