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 | $97,775 | $152,619-35.9% | $125,195-21.9% | $152,909-36.1% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 16.44% | 54.85%-38.4pp | 43.79%-27.3pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,590 | $5,869-38.8% | $4,937-27.3% | $5,851-38.6% |
| Admin fee / account holder | $1,720 | $13,437-87.2% | $9,704-82.3% | $11,601-85.2% |