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 | $34,516 | $29,736+16.1% | $56,033-38.4% | $80,935-57.4% |
| Participation rate | 85.5% | 41.7%+43.8pp | 52.5%+33.0pp | 67.7%+17.8pp |
| Annual return | 11.90% | 35.28%-23.4pp | 1711.38%-1699.5pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,900 | $1,228+136.1% | $1,954+48.4% | $4,299-32.5% |
| Admin fee / account holder | $686 | $2,434-71.8% | $2,827-75.7% | $6,924-90.1% |