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 | $20,383 | $77,638-73.7% | $156,551-87.0% | $62,881-67.6% |
| Participation rate | 86.2% | 71.2%+15.0pp | 84.0%+2.2pp | 69.3%+16.9pp |
| Annual return | 9.34% | 50.33%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,531 | $3,444-55.5% | $5,501-72.2% | $2,281-32.9% |
| Participant deferral / active EE | $3,367 | $3,046+10.5% | $4,871-30.9% | $3,203+5.1% |
| Admin fee / account holder | $301 | $5,561-94.6% | $13,028-97.7% | $4,296-93.0% |