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 | $31,008 | $45,872-32.4% | $77,096-59.8% | $68,486-54.7% |
| Participation rate | 97.1% | 55.9%+41.1pp | 67.9%+29.1pp | 67.9%+29.2pp |
| Annual return | 8.07% | 1.73%+6.3pp | 42.35%-34.3pp | -7.85%+15.9pp |
| Employer contribution / active EE | $2,941 | $1,650+78.3% | $2,814+4.5% | $2,597+13.3% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $914 | $3,041-70.0% | $5,428-83.2% | $5,404-83.1% |