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 | $15,731 | $108,212-85.5% | $77,513-79.7% | $158,966-90.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.18% | 31.67%-17.5pp | 54.81%-40.6pp | 302.95%-288.8pp |
| Employer contribution / active EE | $463 | $1,325-65.1% | $987-53.1% | $4,762-90.3% |
| Participant deferral / active EE | $2,108 | $2,455-14.1% | $1,861+13.3% | $5,983-64.8% |
| Admin fee / account holder | $756 | $3,709-79.6% | $2,859-73.6% | $11,250-93.3% |