Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,974 | $48,337-50.4% | $67,560-64.5% | $80,959-70.4% |
| Participation rate | 93.8% | 66.4%+27.3pp | 72.9%+20.8pp | 67.7%+26.1pp |
| Annual return | 14.26% | 18.26%-4.0pp | 3533.50%-3519.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,812 | $2,023-10.4% | $2,737-33.8% | $2,757-34.3% |
| Participant deferral / active EE | $3,554 | $2,928+21.4% | $4,004-11.2% | $4,300-17.4% |
| Admin fee / account holder | $421 | $3,695-88.6% | $3,994-89.5% | $6,925-93.9% |