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 | $27,238 | $77,638-64.9% | $156,551-82.6% | $62,881-56.7% |
| Participation rate | 82.2% | 71.2%+11.0pp | 84.0%-1.8pp | 69.3%+12.9pp |
| Annual return | 37.15% | 50.33%-13.2pp | 32.23%+4.9pp | 20.14%+17.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,861 | $3,046+158.1% | $4,871+61.4% | $3,203+145.4% |
| Admin fee / account holder | $2,181 | $5,561-60.8% | $13,028-83.3% | $4,296-49.2% |