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 | $41,418 | $63,082-34.3% | $81,716-49.3% | $79,852-48.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 26.07% | 22.66%+3.4pp | 29.49%-3.4pp | 31.72%-5.6pp |
| Employer contribution / active EE | $4,000 | $1,795+122.8% | $4,310-7.2% | $2,471+61.9% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,406 | $4,428-68.2% | $5,159-72.7% | $5,306-73.5% |