Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,416 | $49,976-79.2% | $66,674-84.4% | $82,637-87.4% |
| Participation rate | 96.7% | 63.1%+33.6pp | 73.7%+23.0pp | 68.1%+28.6pp |
| Annual return | 20.28% | 39.09%-18.8pp | 321.24%-301.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,336 | $2,847-17.9% | $4,084-42.8% | $4,126-43.4% |
| Admin fee / account holder | $1,141 | $4,594-75.2% | $5,098-77.6% | $7,339-84.5% |