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 | $27,882 | $54,541-48.9% | $78,778-64.6% | $70,126-60.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 27.99% | 21.07%+6.9pp | 35.62%-7.6pp | 73.15%-45.2pp |
| Employer contribution / active EE | $236 | $1,089-78.4% | $1,986-88.1% | $2,343-89.9% |
| Participant deferral / active EE | $1,230 | $2,210-44.3% | $2,958-58.4% | $3,332-63.1% |
| Admin fee / account holder | $869 | $3,709-76.6% | $5,134-83.1% | $4,645-81.3% |