Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,905 | $50,082-54.3% | $93,515-75.5% | $79,856-71.3% |
| Participation rate | 97.7% | 60.9%+36.8pp | 66.8%+30.9pp | 69.6%+28.0pp |
| Annual return | 24.45% | 24.59%-0.1pp | 78.21%-53.8pp | 31.71%-7.3pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,681 | $2,212+111.6% | $3,129+49.6% | $3,741+25.1% |
| Admin fee / account holder | $621 | $3,454-82.0% | $5,235-88.1% | $5,306-88.3% |