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 | $18,782 | $114,199-83.6% | $119,237-84.2% | $167,553-88.8% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.7%-0.9pp | 82.1%-0.3pp |
| Annual return | 12.49% | 29.88%-17.4pp | 30.70%-18.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,176 | $4,480-51.4% | $4,383-50.3% | $4,840-55.0% |
| Participant deferral / active EE | $3,757 | $6,086-38.3% | $6,112-38.5% | $6,343-40.8% |
| Admin fee / account holder | $2,913 | $8,939-67.4% | $7,229-59.7% | $12,316-76.3% |