Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,726 | $49,239-64.0% | $70,462-74.8% | $79,858-77.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 28.46% | 30.08%-1.6pp | 109.08%-80.6pp | 31.72%-3.3pp |
| Employer contribution / active EE | $1,131 | $2,100-46.1% | $2,737-58.7% | $2,471-54.2% |
| Participant deferral / active EE | $3,765 | $2,769+35.9% | $3,710+1.5% | $3,740+0.7% |
| Admin fee / account holder | $2,338 | $2,876-18.7% | $3,845-39.2% | $5,306-55.9% |