Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,398 | $110,379-76.1% | $102,412-74.2% | $145,884-81.9% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 11.28% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,950 | $4,216-53.8% | $3,870-49.6% | $4,662-58.2% |
| Participant deferral / active EE | $3,990 | $5,622-29.0% | $5,060-21.1% | $6,690-40.4% |
| Admin fee / account holder | $1,363 | $9,745-86.0% | $8,388-83.8% | $13,392-89.8% |