Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,249 | $51,638-89.8% | $68,368-92.3% | $82,448-93.6% |
| Participation rate | 77.3% | 63.6%+13.7pp | 73.8%+3.5pp | 68.1%+9.2pp |
| Annual return | 15.72% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,721 | $2,047-15.9% | $2,649-35.0% | $2,551-32.5% |
| Participant deferral / active EE | $1,820 | $2,914-37.5% | $4,123-55.9% | $4,139-56.0% |
| Admin fee / account holder | $2,732 | $4,643-41.2% | $5,150-46.9% | $7,234-62.2% |