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 | $30,804 | $108,285-71.6% | $77,552-60.3% | $158,982-80.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.83% | 31.69%-22.9pp | 54.82%-46.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $587 | $1,325-55.7% | $987-40.5% | $4,763-87.7% |
| Participant deferral / active EE | $1,322 | $2,455-46.1% | $1,861-28.9% | $5,983-77.9% |
| Admin fee / account holder | $17,084 | $3,709+360.6% | $2,859+497.5% | $11,252+51.8% |