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 | $44,085 | $46,534-5.3% | $64,097-31.2% | $75,177-41.4% |
| Participation rate | 81.3% | 65.9%+15.3pp | 72.3%+8.9pp | 67.2%+14.0pp |
| Annual return | 18.61% | 26.07%-7.5pp | 33.75%-15.1pp | 160.75%-142.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,729 | $2,835+66.8% | $3,881+21.8% | $4,126+14.6% |
| Admin fee / account holder | $1,553 | $2,957-47.5% | $3,070-49.4% | $5,651-72.5% |