Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,555 | $45,079-43.3% | $69,461-63.2% | $72,983-65.0% |
| Participation rate | 81.8% | 68.5%+13.3pp | 74.6%+7.2pp | 69.5%+12.3pp |
| Annual return | 73.78% | 22.65%+51.1pp | 28.97%+44.8pp | 81.01%-7.2pp |
| Employer contribution / active EE | $711 | $2,055-65.4% | $2,779-74.4% | $2,440-70.8% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,781 | $3,056-41.7% | $3,840-53.6% | $5,124-65.2% |