Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,399 | $91,179-72.1% | $178,499-85.8% | $79,852-68.2% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 17.37% | 24.19%-6.8pp | 151.10%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,194 | $3,256-63.3% | $5,011-76.2% | $2,471-51.7% |
| Participant deferral / active EE | $2,892 | $3,236-10.6% | $5,202-44.4% | $3,740-22.7% |
| Admin fee / account holder | $596 | $6,749-91.2% | $13,986-95.7% | $5,306-88.8% |