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 | $10,292 | $58,275-82.3% | $81,844-87.4% | $80,935-87.3% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.4%+19.9pp | 67.7%+24.6pp |
| Annual return | 12.77% | 41.82%-29.0pp | 778.87%-766.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $576 | $2,346-75.4% | $2,916-80.2% | $2,757-79.1% |
| Participant deferral / active EE | $1,294 | $3,285-60.6% | $4,323-70.1% | $4,299-69.9% |
| Admin fee / account holder | $353 | $4,749-92.6% | $7,355-95.2% | $6,924-94.9% |