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 | $40,921 | $48,364-15.4% | $71,796-43.0% | $62,881-34.9% |
| Participation rate | 87.1% | 60.6%+26.5pp | 69.1%+18.0pp | 69.3%+17.8pp |
| Annual return | 5.64% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $367 | $1,042-64.7% | $1,924-80.9% | $2,281-83.9% |
| Participant deferral / active EE | $2,194 | $2,091+4.9% | $2,794-21.5% | $3,203-31.5% |
| Admin fee / account holder | $7,177 | $3,771+90.3% | $4,815+49.1% | $4,296+67.1% |