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 | $29,125 | $85,766-66.0% | $136,298-78.6% | $70,126-58.5% |
| Participation rate | 76.6% | 74.2%+2.4pp | 81.9%-5.3pp | 69.5%+7.1pp |
| Annual return | 18.60% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,934 | $2,966-34.8% | $4,696-58.8% | $2,343-17.5% |
| Participant deferral / active EE | $2,769 | $5,051-45.2% | $6,247-55.7% | $3,332-16.9% |
| Admin fee / account holder | $1,451 | $5,421-73.2% | $9,244-84.3% | $4,645-68.8% |