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 | $51,039 | $96,956-47.4% | $69,779-26.9% | $273,972-81.4% |
| Participation rate | 90.0% | 77.1%+12.9pp | 71.8%+18.2pp | 83.0%+7.0pp |
| Annual return | 5.79% | 12.93%-7.1pp | 12.99%-7.2pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,698 | $3,744-54.7% | $2,931-42.1% | $5,287-67.9% |
| Admin fee / account holder | $1,008 | $7,934-87.3% | $4,381-77.0% | $10,133-90.1% |