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 | $18,741 | $49,280-62.0% | $67,313-72.2% | $64,173-70.8% |
| Participation rate | 84.4% | 60.8%+23.6pp | 69.1%+15.3pp | 69.6%+14.8pp |
| Annual return | 56.82% | -1.39%+58.2pp | -4.08%+60.9pp | 7.63%+49.2pp |
| Employer contribution / active EE | $2,083 | $1,668+24.9% | $2,566-18.8% | $2,381-12.5% |
| Participant deferral / active EE | $3,411 | $2,484+37.3% | $3,568-4.4% | $3,470-1.7% |
| Admin fee / account holder | $307 | $3,863-92.0% | $4,507-93.2% | $4,887-93.7% |