Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,081 | $25,014-47.7% | $69,632-81.2% | $80,959-83.8% |
| Participation rate | 73.2% | 64.2%+9.0pp | 66.4%+6.7pp | 67.7%+5.5pp |
| Annual return | 13.01% | 19.08%-6.1pp | 101.32%-88.3pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,012 | $991+2.1% | $1,708-40.8% | $2,757-63.3% |
| Participant deferral / active EE | $2,554 | $1,840+38.8% | $2,889-11.6% | $4,300-40.6% |
| Admin fee / account holder | $1,179 | $2,491-52.7% | $4,695-74.9% | $6,925-83.0% |