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 | $28,008 | $29,733-5.8% | $56,025-50.0% | $80,959-65.4% |
| Participation rate | 75.3% | 41.7%+33.5pp | 52.5%+22.7pp | 67.7%+7.6pp |
| Annual return | 12.32% | 35.28%-23.0pp | 1712.69%-1700.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,707 | $672+154.2% | $1,042+63.9% | $2,757-38.1% |
| Participant deferral / active EE | $2,377 | $1,229+93.3% | $1,955+21.6% | $4,300-44.7% |
| Admin fee / account holder | $607 | $2,434-75.1% | $2,828-78.6% | $6,925-91.2% |