Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,284 | $58,828-28.1% | $78,002-45.8% | $62,881-32.8% |
| Participation rate | 81.3% | 71.1%+10.2pp | 75.5%+5.7pp | 69.3%+11.9pp |
| Annual return | 9.63% | 17.16%-7.5pp | 425.99%-416.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $589 | $1,672-64.8% | $2,470-76.2% | $2,281-74.2% |
| Participant deferral / active EE | $2,995 | $2,686+11.5% | $3,497-14.3% | $3,203-6.5% |
| Admin fee / account holder | $2,888 | $4,393-34.3% | $5,481-47.3% | $4,296-32.8% |