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 | $70,223 | $89,367-21.4% | $141,191-50.3% | $72,975-3.8% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 19.03% | 111.87%-92.8pp | 71.41%-52.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,282 | $5,419+15.9% | $6,710-6.4% | $3,608+74.1% |
| Admin fee / account holder | $6,678 | $5,957+12.1% | $10,264-34.9% | $5,124+30.3% |