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 | $13,422 | $77,901-82.8% | $149,717-91.0% | $75,181-82.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.98% | 31.73%-16.7pp | 134.41%-119.4pp | 160.69%-145.7pp |
| Employer contribution / active EE | $1,029 | $3,137-67.2% | $4,820-78.7% | $2,671-61.5% |
| Participant deferral / active EE | $4,952 | $3,411+45.2% | $5,682-12.8% | $4,126+20.0% |
| Admin fee / account holder | $3,473 | $5,949-41.6% | $13,213-73.7% | $5,650-38.5% |