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 | $31,389 | $63,703-50.7% | $93,063-66.3% | $82,448-61.9% |
| Participation rate | 70.3% | 63.8%+6.4pp | 72.1%-1.8pp | 68.1%+2.2pp |
| Annual return | 15.73% | -775.43%+791.2pp | 34.15%-18.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,068 | $1,729-38.2% | $2,476-56.9% | $2,551-58.1% |
| Participant deferral / active EE | $1,482 | $2,919-49.2% | $3,958-62.5% | $4,139-64.2% |
| Admin fee / account holder | $2,793 | $5,982-53.3% | $6,033-53.7% | $7,234-61.4% |