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 | $23,810 | $77,920-69.4% | $149,723-84.1% | $75,177-68.3% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 18.69% | 31.72%-13.0pp | 134.50%-115.8pp | 160.75%-142.1pp |
| Employer contribution / active EE | $1,097 | $3,138-65.0% | $4,821-77.2% | $2,671-58.9% |
| Participant deferral / active EE | $2,848 | $3,411-16.5% | $5,682-49.9% | $4,126-31.0% |
| Admin fee / account holder | $487 | $5,951-91.8% | $13,215-96.3% | $5,651-91.4% |