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 | $31,074 | $47,105-34.0% | $68,368-54.5% | $67,986-54.3% |
| Participation rate | 70.0% | 51.8%+18.2pp | 73.8%-3.8pp | 57.2%+12.8pp |
| Annual return | 12.77% | 48.37%-35.6pp | 292.57%-279.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $512 | $1,859-72.5% | $2,649-80.7% | $2,019-74.7% |
| Participant deferral / active EE | $1,043 | $2,374-56.1% | $4,123-74.7% | $3,358-68.9% |
| Admin fee / account holder | $527 | $2,435-78.3% | $5,150-89.8% | $3,203-83.5% |