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 | $56,251 | $68,878-18.3% | $120,574-53.3% | $80,935-30.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 17.37% | 23.67%-6.3pp | 107.42%-90.1pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,607 | $2,065-22.2% | $3,471-53.7% | $2,757-41.7% |
| Participant deferral / active EE | $2,442 | $3,189-23.4% | $4,996-51.1% | $4,299-43.2% |
| Admin fee / account holder | $1,049 | $5,782-81.9% | $9,445-88.9% | $6,924-84.9% |