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 | $56,316 | $58,828-4.3% | $78,002-27.8% | $62,881-10.4% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 6.33% | 17.16%-10.8pp | 425.99%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,293 | $2,686+59.9% | $3,497+22.8% | $3,203+34.0% |
| Admin fee / account holder | $4,150 | $4,393-5.5% | $5,481-24.3% | $4,296-3.4% |