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 | $43,988 | $112,915-61.0% | $90,965-51.6% | $158,950-72.3% |
| Participation rate | 70.6% | 74.7%-4.1pp | 69.0%+1.6pp | 82.0%-11.4pp |
| Annual return | 20.66% | 215.75%-195.1pp | 134.57%-113.9pp | 302.91%-282.2pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,146 | $4,128-48.0% | $3,373-36.4% | $5,983-64.1% |
| Admin fee / account holder | $1,863 | $8,044-76.8% | $5,960-68.7% | $11,248-83.4% |