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 | $16,294 | $51,638-68.4% | $68,368-76.2% | $82,448-80.2% |
| Participation rate | 74.5% | 63.6%+10.9pp | 73.8%+0.8pp | 68.1%+6.4pp |
| Annual return | 18.75% | 37.53%-18.8pp | 292.57%-273.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,953 | $2,914+1.4% | $4,123-28.4% | $4,139-28.7% |
| Admin fee / account holder | $741 | $4,643-84.0% | $5,150-85.6% | $7,234-89.8% |