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 | $19,565 | $81,331-75.9% | $155,534-87.4% | $80,935-75.8% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 10.98% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,339 | $3,454+25.6% | $5,630-22.9% | $4,299+0.9% |
| Admin fee / account holder | $1,107 | $7,999-86.2% | $15,900-93.0% | $6,924-84.0% |