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 | $22,580 | $108,285-79.1% | $77,552-70.9% | $158,982-85.8% |
| Participation rate | 93.8% | 64.4%+29.3pp | 54.2%+39.6pp | 82.0%+11.8pp |
| Annual return | 13.55% | 31.69%-18.1pp | 54.82%-41.3pp | 302.99%-289.4pp |
| Employer contribution / active EE | $179 | $1,325-86.5% | $987-81.9% | $4,763-96.2% |
| Participant deferral / active EE | $2,894 | $2,455+17.9% | $1,861+55.5% | $5,983-51.6% |
| Admin fee / account holder | $2,020 | $3,709-45.5% | $2,859-29.3% | $11,252-82.0% |