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 | $21,303 | $110,337-80.7% | $102,383-79.2% | $145,877-85.4% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 9.57% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,217 | $4,216-71.1% | $3,870-68.6% | $4,663-73.9% |
| Participant deferral / active EE | $2,172 | $5,621-61.4% | $5,060-57.1% | $6,691-67.5% |
| Admin fee / account holder | $1,336 | $9,750-86.3% | $8,391-84.1% | $13,402-90.0% |