Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,687 | $55,902-57.6% | $76,030-68.8% | $80,959-70.7% |
| Participation rate | 85.0% | 62.1%+22.9pp | 69.1%+15.9pp | 67.7%+17.3pp |
| Annual return | 10.52% | 20.59%-10.1pp | 361.54%-351.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $599 | $1,867-67.9% | $2,688-77.7% | $2,757-78.3% |
| Participant deferral / active EE | $1,754 | $3,051-42.5% | $4,257-58.8% | $4,300-59.2% |
| Admin fee / account holder | $1,716 | $5,239-67.2% | $6,421-73.3% | $6,925-75.2% |