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 | $51,638-62.2% | $68,368-71.4% | $82,448-76.3% |
| Participation rate | 70.6% | 63.6%+7.0pp | 73.8%-3.2pp | 68.1%+2.5pp |
| Annual return | 20.11% | 37.53%-17.4pp | 292.57%-272.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,167 | $2,047-43.0% | $2,649-55.9% | $2,551-54.2% |
| Participant deferral / active EE | $3,129 | $2,914+7.4% | $4,123-24.1% | $4,139-24.4% |
| Admin fee / account holder | $2,293 | $4,643-50.6% | $5,150-55.5% | $7,234-68.3% |