Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,054 | $47,479-13.5% | $62,929-34.8% | $82,448-50.2% |
| Participation rate | 71.4% | 66.9%+4.6pp | 73.1%-1.7pp | 68.1%+3.4pp |
| Annual return | 19.53% | 20.34%-0.8pp | 1063.93%-1044.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,860 | $2,870+139.0% | $3,888+76.4% | $4,139+65.7% |
| Admin fee / account holder | $491 | $3,804-87.1% | $5,065-90.3% | $7,234-93.2% |