Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,436 | $114,119-90.9% | $107,187-90.3% | $138,895-92.5% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 79.9%+1.3pp |
| Annual return | 20.81% | 273.21%-252.4pp | 204.55%-183.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,355 | $5,538-39.4% | $5,096-34.2% | $6,396-47.5% |
| Admin fee / account holder | $1,811 | $10,024-81.9% | $9,162-80.2% | $12,562-85.6% |