Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,142 | $101,618-89.0% | $93,063-88.0% | $137,256-91.9% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 22.26% | 223.95%-201.7pp | 34.15%-11.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,182 | $2,707-56.4% | $2,476-52.3% | $4,156-71.6% |
| Participant deferral / active EE | $1,738 | $4,279-59.4% | $3,958-56.1% | $6,407-72.9% |
| Admin fee / account holder | $1,377 | $6,198-77.8% | $6,033-77.2% | $12,270-88.8% |