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 | $26,493 | $77,908-66.0% | $149,696-82.3% | $75,173-64.8% |
| Participation rate | 91.8% | 65.6%+26.2pp | 78.8%+13.0pp | 67.2%+24.6pp |
| Annual return | 19.98% | 31.73%-11.7pp | 134.46%-114.5pp | 160.72%-140.7pp |
| Employer contribution / active EE | $606 | $3,138-80.7% | $4,821-87.4% | $2,671-77.3% |
| Participant deferral / active EE | $3,361 | $3,411-1.5% | $5,682-40.9% | $4,126-18.6% |
| Admin fee / account holder | $1,922 | $5,950-67.7% | $13,212-85.5% | $5,651-66.0% |