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 | $19,544 | $49,976-60.9% | $66,674-70.7% | $82,637-76.3% |
| Participation rate | 70.6% | 63.1%+7.5pp | 73.7%-3.1pp | 68.1%+2.5pp |
| Annual return | 20.11% | 39.09%-19.0pp | 321.24%-301.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,167 | $1,988-41.3% | $2,620-55.4% | $2,552-54.3% |
| Participant deferral / active EE | $3,129 | $2,847+9.9% | $4,084-23.4% | $4,126-24.2% |
| Admin fee / account holder | $2,293 | $4,594-50.1% | $5,098-55.0% | $7,339-68.8% |