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 | $50,188 | $49,199+2.0% | $121,210-58.6% | $75,177-33.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 20.20% | 56.04%-35.8pp | 987.41%-967.2pp | 160.75%-140.5pp |
| Employer contribution / active EE | $597 | $1,547-61.4% | $4,171-85.7% | $2,671-77.6% |
| Participant deferral / active EE | $4,147 | $2,630+57.7% | $4,084+1.5% | $4,126+0.5% |
| Admin fee / account holder | $1,519 | $3,946-61.5% | $5,647-73.1% | $5,651-73.1% |