Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,620 | $51,638-65.9% | $68,368-74.2% | $82,448-78.6% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 20.69% | 37.53%-16.8pp | 292.57%-271.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,631 | $2,047-20.3% | $2,649-38.4% | $2,551-36.1% |
| Participant deferral / active EE | $3,777 | $2,914+29.6% | $4,123-8.4% | $4,139-8.8% |
| Admin fee / account holder | $1,177 | $4,643-74.6% | $5,150-77.1% | $7,234-83.7% |