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 | $18,316 | $103,949-82.4% | $69,182-73.5% | $273,972-93.3% |
| Participation rate | 90.0% | 67.4%+22.6pp | 55.1%+34.9pp | 83.0%+7.0pp |
| Annual return | 9.62% | 35.28%-25.7pp | -21.93%+31.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,059 | $1,783-40.6% | $1,206-12.2% | $4,869-78.2% |
| Participant deferral / active EE | $5,227 | $2,716+92.4% | $1,897+175.5% | $5,287-1.1% |
| Admin fee / account holder | $333 | $3,671-90.9% | $2,697-87.7% | $10,133-96.7% |