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 | $21,621 | $63,703-66.1% | $93,063-76.8% | $82,448-73.8% |
| Participation rate | 83.3% | 63.8%+19.5pp | 72.1%+11.2pp | 68.1%+15.3pp |
| Annual return | 18.02% | -775.43%+793.4pp | 34.15%-16.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,618 | $1,729-6.4% | $2,476-34.7% | $2,551-36.6% |
| Participant deferral / active EE | $3,029 | $2,919+3.8% | $3,958-23.5% | $4,139-26.8% |
| Admin fee / account holder | $1,466 | $5,982-75.5% | $6,033-75.7% | $7,234-79.7% |