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 | $13,936 | $61,125-77.2% | $94,057-85.2% | $87,485-84.1% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.3%+6.7pp | 68.9%+11.1pp |
| Annual return | 14.85% | 35.20%-20.3pp | 480.62%-465.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $919 | $2,136-57.0% | $2,933-68.7% | $2,596-64.6% |
| Participant deferral / active EE | $2,047 | $3,260-37.2% | $4,709-56.5% | $4,274-52.1% |
| Admin fee / account holder | $717 | $5,629-87.3% | $7,244-90.1% | $7,775-90.8% |