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 | $64,321 | $104,709-38.6% | $85,705-25.0% | $167,553-61.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 17.90% | 21.45%-3.5pp | 21.49%-3.6pp | 478.89%-461.0pp |
| Employer contribution / active EE | $1,942 | $3,338-41.8% | $2,619-25.9% | $4,840-59.9% |
| Participant deferral / active EE | $6,755 | $4,827+40.0% | $3,924+72.2% | $6,343+6.5% |
| Admin fee / account holder | $2,696 | $10,036-73.1% | $6,877-60.8% | $12,316-78.1% |