Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,118 | $174,379-87.9% | $152,093-86.1% | $138,895-84.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 34.54% | 74.86%-40.3pp | 66.36%-31.8pp | 145.39%-110.9pp |
| Employer contribution / active EE | $929 | $4,652-80.0% | $4,175-77.7% | $4,194-77.8% |
| Participant deferral / active EE | $4,307 | $6,159-30.1% | $5,451-21.0% | $6,396-32.7% |
| Admin fee / account holder | $4,716 | $16,880-72.1% | $14,497-67.5% | $12,562-62.5% |