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 | $31,388 | $152,612-79.4% | $125,192-74.9% | $152,897-79.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.17% | 54.85%-39.7pp | 43.79%-28.6pp | 345.43%-330.3pp |
| Employer contribution / active EE | $4,077 | $4,947-17.6% | $3,866+5.5% | $4,764-14.4% |
| Participant deferral / active EE | $2,081 | $5,868-64.5% | $4,937-57.9% | $5,851-64.4% |
| Admin fee / account holder | $3,638 | $13,437-72.9% | $9,704-62.5% | $11,599-68.6% |