Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,302 | $162,812-66.6% | $133,971-59.5% | $158,966-65.8% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.2pp |
| Annual return | 10.69% | 41.94%-31.3pp | 45.09%-34.4pp | 302.95%-292.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,350 | $5,910+41.3% | $5,047+65.4% | $5,983+39.6% |
| Admin fee / account holder | $3,718 | $11,741-68.3% | $8,929-58.4% | $11,250-67.0% |