Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,214 | $94,439-88.1% | $73,658-84.8% | $154,746-92.8% |
| Participation rate | 94.7% | 64.7%+30.1pp | 57.0%+37.7pp | 80.7%+14.0pp |
| Annual return | 15.24% | 28.25%-13.0pp | 29.72%-14.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $433 | $1,257-65.5% | $1,032-58.0% | $4,379-90.1% |
| Participant deferral / active EE | $1,276 | $2,527-49.5% | $2,062-38.1% | $6,730-81.0% |
| Admin fee / account holder | $492 | $3,843-87.2% | $3,357-85.3% | $14,365-96.6% |