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 | $54,142 | $124,346-56.5% | $111,308-51.4% | $167,536-67.7% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 10.95% | 37.45%-26.5pp | 54.67%-43.7pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,308 | $5,182-55.5% | $4,487-48.6% | $6,342-63.6% |
| Admin fee / account holder | $1,045 | $10,621-90.2% | $7,965-86.9% | $12,315-91.5% |