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 | $8,020 | $51,638-84.5% | $68,368-88.3% | $82,448-90.3% |
| Participation rate | 77.8% | 63.6%+14.2pp | 73.8%+4.0pp | 68.1%+9.7pp |
| Annual return | 19.05% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $690 | $2,047-66.3% | $2,649-73.9% | $2,551-72.9% |
| Participant deferral / active EE | $1,054 | $2,914-63.8% | $4,123-74.4% | $4,139-74.5% |
| Admin fee / account holder | $353 | $4,643-92.4% | $5,150-93.1% | $7,234-95.1% |