Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,783 | $93,589-73.5% | $135,942-81.8% | $75,181-67.0% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 58.90% | 30.90%+28.0pp | 68.28%-9.4pp | 160.69%-101.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,884 | $6,405+69.9% | $7,759+40.3% | $4,126+163.8% |
| Admin fee / account holder | $1,944 | $6,977-72.1% | $10,764-81.9% | $5,650-65.6% |