Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,582 | $100,970-74.7% | $96,576-73.5% | $137,256-81.4% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 14.09% | 38.16%-24.1pp | 38.47%-24.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,795 | $8,286+6.1% | $7,956+10.5% | $6,407+37.3% |
| Admin fee / account holder | $9,235 | $11,312-18.4% | $11,381-18.9% | $12,270-24.7% |