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 | $21,153 | $99,345-78.7% | $84,753-75.0% | $273,972-92.3% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 6.15% | 22.93%-16.8pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $926 | $4,214-78.0% | $3,574-74.1% | $4,869-81.0% |
| Participant deferral / active EE | $1,960 | $4,270-54.1% | $3,712-47.2% | $5,287-62.9% |
| Admin fee / account holder | $587 | $6,645-91.2% | $5,333-89.0% | $10,133-94.2% |