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 | $72,170 | $89,370-19.2% | $141,197-48.9% | $72,976-1.1% |
| Participation rate | 78.6% | 75.1%+3.4pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 24.11% | 111.88%-87.8pp | 71.41%-47.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,880 | $5,419+8.5% | $6,710-12.4% | $3,608+63.0% |
| Admin fee / account holder | $1,766 | $5,957-70.4% | $10,265-82.8% | $5,124-65.5% |