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 | $56,380 | $45,566+23.7% | $64,105-12.1% | $59,633-5.5% |
| Participation rate | 80.6% | 60.2%+20.5pp | 68.2%+12.5pp | 68.7%+12.0pp |
| Annual return | 0.24% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $686 | $934-26.6% | $1,820-62.3% | $2,203-68.9% |
| Participant deferral / active EE | $2,382 | $2,057+15.8% | $2,822-15.6% | $3,192-25.4% |
| Admin fee / account holder | $1,127 | $3,268-65.5% | $4,499-75.0% | $4,297-73.8% |