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 | $64,910 | $88,360-26.5% | $145,433-55.4% | $67,986-4.5% |
| Participation rate | 92.7% | 65.5%+27.2pp | 82.1%+10.5pp | 57.2%+35.5pp |
| Annual return | 24.57% | 63.15%-38.6pp | 66.58%-42.0pp | 31.67%-7.1pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $13,845 | $5,932+133.4% | $7,897+75.3% | $3,358+312.3% |
| Admin fee / account holder | $1,153 | $3,313-65.2% | $13,129-91.2% | $3,203-64.0% |