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 | $54,398 | $85,766-36.6% | $136,298-60.1% | $70,126-22.4% |
| Participation rate | 82.5% | 74.2%+8.3pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 16.21% | 31.46%-15.2pp | 5156.27%-5140.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,037 | $5,051+19.5% | $6,247-3.4% | $3,332+81.2% |
| Admin fee / account holder | $9,844 | $5,421+81.6% | $9,244+6.5% | $4,645+111.9% |