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 | $40,175 | $106,749-62.4% | $145,433-72.4% | $82,448-51.3% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.1%+15.5pp | 68.1%+29.6pp |
| Annual return | 19.60% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,721 | $6,519+64.5% | $7,897+35.7% | $4,139+159.0% |
| Admin fee / account holder | $12,740 | $8,390+51.9% | $13,129-3.0% | $7,234+76.1% |