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 | $19,726 | $91,198-78.4% | $178,503-88.9% | $79,856-75.3% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+11.9pp | 69.6%+24.2pp |
| Annual return | 17.41% | 24.20%-6.8pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,829 | $3,257-13.1% | $5,011-43.5% | $2,471+14.5% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $819 | $6,748-87.9% | $13,987-94.1% | $5,306-84.6% |