Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,851 | $110,337-84.7% | $102,383-83.5% | $145,877-88.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.59% | 24.83%-10.2pp | 24.94%-10.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,539 | $4,216-63.5% | $3,870-60.2% | $4,663-67.0% |
| Participant deferral / active EE | $2,409 | $5,621-57.1% | $5,060-52.4% | $6,691-64.0% |
| Admin fee / account holder | $1,108 | $9,750-88.6% | $8,391-86.8% | $13,402-91.7% |