Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,846 | $211,224-91.6% | $178,505-90.0% | $145,897-87.8% |
| Participation rate | 91.7% | 80.8%+10.8pp | 77.1%+14.5pp | 80.3%+11.4pp |
| Annual return | 11.91% | 30.28%-18.4pp | 27.16%-15.2pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,606 | $6,966-5.2% | $6,280+5.2% | $6,689-1.2% |
| Admin fee / account holder | $2,020 | $12,109-83.3% | $10,428-80.6% | $13,390-84.9% |