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 | $21,057 | $96,137-78.1% | $135,987-84.5% | $80,911-74.0% |
| Participation rate | 97.3% | 71.2%+26.1pp | 76.4%+20.9pp | 67.6%+29.6pp |
| Annual return | 12.10% | 28.70%-16.6pp | 579.77%-567.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,214-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,480 | $5,706-56.5% | $7,027-64.7% | $4,297-42.3% |
| Admin fee / account holder | $332 | $8,236-96.0% | $6,716-95.1% | $6,935-95.2% |