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 | $25,126 | $127,790-80.3% | $106,554-76.4% | $167,553-85.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 11.41% | 33.88%-22.5pp | 26.80%-15.4pp | 478.89%-467.5pp |
| Employer contribution / active EE | $819 | $3,427-76.1% | $2,819-71.0% | $4,840-83.1% |
| Participant deferral / active EE | $1,998 | $5,088-60.7% | $4,398-54.6% | $6,343-68.5% |
| Admin fee / account holder | $314 | $11,231-97.2% | $7,408-95.8% | $12,316-97.4% |