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 | $51,700 | $58,726-12.0% | $142,898-63.8% | $85,851-39.8% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 13.44% | 27.73%-14.3pp | 5639.64%-5626.2pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,856 | $1,424+30.3% | $4,146-55.2% | $2,565-27.7% |
| Participant deferral / active EE | $2,315 | $2,609-11.2% | $3,838-39.7% | $3,952-41.4% |
| Admin fee / account holder | $3,713 | $4,234-12.3% | $6,560-43.4% | $6,261-40.7% |