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 | $55,407 | $106,280-47.9% | $96,538-42.6% | $139,487-60.3% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 19.10% | 38.48%-19.4pp | 35.74%-16.6pp | 373.84%-354.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,279 | $5,457-21.6% | $4,880-12.3% | $6,713-36.3% |
| Admin fee / account holder | $970 | $7,888-87.7% | $6,737-85.6% | $11,407-91.5% |