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 | $9,421 | $60,442-84.4% | $96,754-90.3% | $87,485-89.2% |
| Participation rate | 93.3% | 58.7%+34.6pp | 70.3%+23.1pp | 68.9%+24.4pp |
| Annual return | 17.14% | 21.97%-4.8pp | 82.04%-64.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $264 | $1,691-84.4% | $2,679-90.2% | $2,596-89.8% |
| Participant deferral / active EE | $2,639 | $3,280-19.6% | $4,758-44.5% | $4,274-38.3% |
| Admin fee / account holder | $1,518 | $5,069-70.1% | $8,905-83.0% | $7,775-80.5% |