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 | $106,524-60.7% | $152,301-72.5% | $87,485-52.1% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.4%+5.8pp | 68.9%+19.3pp |
| Annual return | 17.17% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,708 | $6,525-43.2% | $8,004-53.7% | $4,274-13.2% |
| Admin fee / account holder | $707 | $8,287-91.5% | $14,398-95.1% | $7,775-90.9% |