Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,133 | $99,652-26.6% | $78,778-7.2% | $147,585-50.4% |
| Participation rate | 95.7% | 76.2%+19.4pp | 69.2%+26.5pp | 82.8%+12.8pp |
| Annual return | 19.41% | 47.28%-27.9pp | 35.62%-16.2pp | 578.57%-559.2pp |
| Employer contribution / active EE | $1,651 | $2,796-40.9% | $1,986-16.9% | $4,876-66.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,749 | $7,155-75.6% | $5,134-65.9% | $10,885-83.9% |