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 | $57,462 | $47,479+21.0% | $62,929-8.7% | $82,448-30.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.75% | 20.34%-4.6pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,321 | $1,885+23.1% | $2,505-7.3% | $2,551-9.0% |
| Participant deferral / active EE | $2,280 | $2,870-20.6% | $3,888-41.4% | $4,139-44.9% |
| Admin fee / account holder | $4,757 | $3,804+25.1% | $5,065-6.1% | $7,234-34.3% |