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 | $47,849 | $58,275-17.9% | $81,844-41.5% | $80,935-40.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 17.02% | 41.82%-24.8pp | 778.87%-761.8pp | 35.66%-18.6pp |
| Employer contribution / active EE | $3,492 | $2,346+48.9% | $2,916+19.7% | $2,757+26.7% |
| Participant deferral / active EE | $3,600 | $3,285+9.6% | $4,323-16.7% | $4,299-16.3% |
| Admin fee / account holder | $10,020 | $4,749+111.0% | $7,355+36.2% | $6,924+44.7% |