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 | $28,218 | $95,415-70.4% | $185,851-84.8% | $85,851-67.1% |
| Participation rate | 81.8% | 68.8%+13.1pp | 81.7%+0.1pp | 69.3%+12.5pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.11%-108.1pp | 318.63%-304.6pp |
| Employer contribution / active EE | $682 | $3,314-79.4% | $5,168-86.8% | $2,565-73.4% |
| Participant deferral / active EE | $1,963 | $3,424-42.7% | $5,569-64.8% | $3,952-50.3% |
| Admin fee / account holder | $2,115 | $7,215-70.7% | $16,245-87.0% | $6,261-66.2% |