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 | $45,014 | $82,028-45.1% | $123,105-63.4% | $59,633-24.5% |
| Participation rate | 95.7% | 83.2%+12.5pp | 86.8%+8.9pp | 68.7%+27.0pp |
| Annual return | 0.38% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,783 | $4,667-40.4% | $6,229-55.3% | $3,192-12.8% |
| Admin fee / account holder | $1,327 | $5,879-77.4% | $9,014-85.3% | $4,297-69.1% |