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 | $8,766 | $76,407-88.5% | $150,298-94.2% | $82,448-89.4% |
| Participation rate | 81.3% | 66.4%+14.9pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 14.19% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $308 | $2,614-88.2% | $4,154-92.6% | $2,551-87.9% |
| Participant deferral / active EE | $1,049 | $3,214-67.4% | $5,453-80.8% | $4,139-74.7% |
| Admin fee / account holder | $324 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |