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 | $29,649 | $78,707-62.3% | $117,861-74.8% | $70,126-57.7% |
| Participation rate | 80.8% | 73.2%+7.6pp | 79.7%+1.1pp | 69.5%+11.2pp |
| Annual return | 15.69% | 23.30%-7.6pp | 335.11%-319.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,883 | $3,297+17.8% | $4,482-13.4% | $3,332+16.5% |
| Admin fee / account holder | $1,311 | $5,066-74.1% | $8,021-83.7% | $4,645-71.8% |