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 | $30,926 | $106,864-71.1% | $147,318-79.0% | $82,637-62.6% |
| Participation rate | 73.8% | 75.5%-1.7pp | 82.1%-8.3pp | 68.1%+5.8pp |
| Annual return | 19.72% | 27.49%-7.8pp | 70.43%-50.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,914 | $6,496-55.1% | $7,906-63.1% | $4,126-29.4% |
| Admin fee / account holder | $387 | $8,415-95.4% | $13,708-97.2% | $7,339-94.7% |