Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,763 | $47,479-62.6% | $62,929-71.8% | $82,448-78.5% |
| Participation rate | 71.4% | 66.9%+4.6pp | 73.1%-1.7pp | 68.1%+3.4pp |
| Annual return | 13.78% | 20.34%-6.6pp | 1063.93%-1050.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $517 | $1,885-72.6% | $2,505-79.4% | $2,551-79.7% |
| Participant deferral / active EE | $1,280 | $2,870-55.4% | $3,888-67.1% | $4,139-69.1% |
| Admin fee / account holder | $2,321 | $3,804-39.0% | $5,065-54.2% | $7,234-67.9% |