Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,762 | $97,125-91.0% | $86,233-89.8% | $137,256-93.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.47% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,214 | $2,841-57.3% | $2,504-51.5% | $4,156-70.8% |
| Participant deferral / active EE | $1,326 | $5,180-74.4% | $4,559-70.9% | $6,407-79.3% |
| Admin fee / account holder | $380 | $9,725-96.1% | $8,342-95.4% | $12,270-96.9% |