Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,552 | $76,407-90.1% | $150,298-95.0% | $82,448-90.8% |
| Participation rate | 84.9% | 66.4%+18.5pp | 77.8%+7.1pp | 68.1%+16.8pp |
| Annual return | 20.99% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.7pp |
| Employer contribution / active EE | $841 | $2,614-67.8% | $4,154-79.8% | $2,551-67.0% |
| Participant deferral / active EE | $1,614 | $3,214-49.8% | $5,453-70.4% | $4,139-61.0% |
| Admin fee / account holder | $639 | $6,352-89.9% | $14,116-95.5% | $7,234-91.2% |