Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,921 | $57,590-84.5% | $86,233-89.7% | $82,448-89.2% |
| Participation rate | 76.9% | 57.9%+19.1pp | 69.0%+7.9pp | 68.1%+8.9pp |
| Annual return | 22.30% | 22.41%-0.1pp | 61.39%-39.1pp | 41.64%-19.3pp |
| Employer contribution / active EE | $312 | $1,655-81.1% | $2,504-87.5% | $2,551-87.8% |
| Participant deferral / active EE | $1,776 | $3,080-42.3% | $4,559-61.0% | $4,139-57.1% |
| Admin fee / account holder | $357 | $4,730-92.5% | $8,342-95.7% | $7,234-95.1% |