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 | $35,081 | $84,236-58.4% | $170,435-79.4% | $70,126-50.0% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 16.99% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,906 | $3,387+15.3% | $5,432-28.1% | $2,343+66.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,115 | $5,698-80.4% | $13,881-92.0% | $4,645-76.0% |