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 | $11,031 | $58,311-81.1% | $81,882-86.5% | $80,959-86.4% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.4%+20.2pp | 67.7%+24.9pp |
| Annual return | 17.04% | 41.85%-24.8pp | 779.47%-762.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $674 | $2,347-71.3% | $2,916-76.9% | $2,757-75.6% |
| Participant deferral / active EE | $1,526 | $3,287-53.6% | $4,323-64.7% | $4,300-64.5% |
| Admin fee / account holder | $1,197 | $4,752-74.8% | $7,360-83.7% | $6,925-82.7% |