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 | $43,556 | $102,638-57.6% | $81,982-46.9% | $158,982-72.6% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.3%+7.7pp | 82.0%-5.0pp |
| Annual return | 22.04% | 61.05%-39.0pp | 41.31%-19.3pp | 302.99%-280.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,046 | $4,649-34.5% | $3,722-18.2% | $5,983-49.1% |
| Admin fee / account holder | $2,023 | $8,237-75.4% | $5,665-64.3% | $11,252-82.0% |