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 | $47,035 | $108,882-56.8% | $96,754-51.4% | $154,746-69.6% |
| Participation rate | 84.6% | 75.1%+9.5pp | 70.3%+14.3pp | 80.7%+3.9pp |
| Annual return | 16.68% | 98.39%-81.7pp | 82.04%-65.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,779 | $5,323+83.7% | $4,758+105.5% | $6,730+45.3% |
| Admin fee / account holder | $1,957 | $10,200-80.8% | $8,905-78.0% | $14,365-86.4% |