Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,504 | $61,755-19.8% | $97,161-49.0% | $80,911-38.8% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.7%+8.6pp | 67.6%+13.6pp |
| Annual return | 13.76% | -557.90%+571.7pp | 75.36%-61.6pp | 35.63%-21.9pp |
| Employer contribution / active EE | $3,115 | $1,835+69.8% | $2,723+14.4% | $2,756+13.0% |
| Participant deferral / active EE | $8,181 | $3,026+170.3% | $4,265+91.8% | $4,297+90.4% |
| Admin fee / account holder | $1,606 | $5,166-68.9% | $5,647-71.6% | $6,935-76.8% |