Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,934 | $110,410-83.8% | $102,437-82.5% | $145,897-87.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.19% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,092 | $4,217-74.1% | $3,871-71.8% | $4,663-76.6% |
| Participant deferral / active EE | $1,808 | $5,622-67.8% | $5,060-64.3% | $6,689-73.0% |
| Admin fee / account holder | $1,062 | $9,745-89.1% | $8,388-87.3% | $13,390-92.1% |