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 | $74,517 | $154,193-51.7% | $130,045-42.7% | $139,466-46.6% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 16.85% | 32.51%-15.7pp | -137.30%+154.2pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,331 | $6,709-5.6% | $5,820+8.8% | $6,712-5.7% |
| Admin fee / account holder | $1,074 | $13,989-92.3% | $10,600-89.9% | $11,409-90.6% |