Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,728 | $65,712-70.0% | $57,196-65.5% | $273,972-92.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.30% | 22.01%-20.7pp | 14.59%-13.3pp | 41.46%-40.2pp |
| Employer contribution / active EE | $459 | $3,280-86.0% | $2,683-82.9% | $4,869-90.6% |
| Participant deferral / active EE | $1,755 | $3,782-53.6% | $3,096-43.3% | $5,287-66.8% |
| Admin fee / account holder | $13,336 | $4,838+175.7% | $3,141+324.6% | $10,133+31.6% |