Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,782 | $58,258-79.8% | $81,820-85.6% | $80,925-85.4% |
| Participation rate | 98.2% | 63.5%+34.7pp | 72.4%+25.8pp | 67.7%+30.5pp |
| Annual return | 18.71% | 41.76%-23.1pp | 777.93%-759.2pp | 35.65%-16.9pp |
| Employer contribution / active EE | $2,803 | $2,345+19.5% | $2,915-3.8% | $2,756+1.7% |
| Participant deferral / active EE | $2,171 | $3,284-33.9% | $4,323-49.8% | $4,299-49.5% |
| Admin fee / account holder | $1,209 | $4,976-75.7% | $7,391-83.6% | $6,940-82.6% |