Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,605 | $89,259-69.1% | $107,187-74.2% | $82,637-66.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.92% | 21.02%-3.1pp | 204.55%-186.6pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,763 | $3,080-42.8% | $3,782-53.4% | $2,552-30.9% |
| Participant deferral / active EE | $3,665 | $4,037-9.2% | $5,096-28.1% | $4,126-11.2% |
| Admin fee / account holder | $2,342 | $7,381-68.3% | $9,162-74.4% | $7,339-68.1% |