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 | $24,701 | $48,314-48.9% | $67,561-63.4% | $80,925-69.5% |
| Participation rate | 81.0% | 66.4%+14.6pp | 72.9%+8.1pp | 67.7%+13.4pp |
| Annual return | 16.22% | 18.28%-2.1pp | 3525.44%-3509.2pp | 35.65%-19.4pp |
| Employer contribution / active EE | $936 | $2,022-53.7% | $2,735-65.8% | $2,756-66.1% |
| Participant deferral / active EE | $3,104 | $2,927+6.1% | $4,003-22.5% | $4,299-27.8% |
| Admin fee / account holder | $501 | $3,690-86.4% | $4,006-87.5% | $6,940-92.8% |