Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,753 | $58,311-69.6% | $81,882-78.3% | $80,959-78.1% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.4%+5.4pp | 67.7%+10.1pp |
| Annual return | 13.10% | 41.85%-28.7pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,974 | $2,347-15.9% | $2,916-32.3% | $2,757-28.4% |
| Participant deferral / active EE | $2,887 | $3,287-12.2% | $4,323-33.2% | $4,300-32.9% |
| Admin fee / account holder | $668 | $4,752-85.9% | $7,360-90.9% | $6,925-90.4% |