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 | $9,847 | $100,203-90.2% | $85,240-88.4% | $145,897-93.3% |
| Participation rate | 93.8% | 74.1%+19.6pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 12.02% | 84.28%-72.3pp | 66.75%-54.7pp | 552.29%-540.3pp |
| Employer contribution / active EE | $466 | $3,242-85.6% | $2,735-83.0% | $4,663-90.0% |
| Participant deferral / active EE | $1,264 | $5,299-76.2% | $4,527-72.1% | $6,689-81.1% |
| Admin fee / account holder | $960 | $7,265-86.8% | $6,165-84.4% | $13,390-92.8% |