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 | $24,178 | $100,139-75.9% | $85,187-71.6% | $145,884-83.4% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 10.05% | 84.15%-74.1pp | 66.67%-56.6pp | 551.85%-541.8pp |
| Employer contribution / active EE | $754 | $3,238-76.7% | $2,732-72.4% | $4,662-83.8% |
| Participant deferral / active EE | $1,607 | $5,296-69.7% | $4,525-64.5% | $6,690-76.0% |
| Admin fee / account holder | $317 | $7,262-95.6% | $6,162-94.9% | $13,392-97.6% |