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 | $41,917 | $106,749-60.7% | $145,433-71.2% | $82,448-49.2% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 17.17% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,708 | $6,519-43.1% | $7,897-53.1% | $4,139-10.4% |
| Admin fee / account holder | $707 | $8,390-91.6% | $13,129-94.6% | $7,234-90.2% |