Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,513 | $115,225-85.7% | $100,712-83.6% | $138,895-88.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 19.40% | 40.35%-21.0pp | 33.27%-13.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $709 | $2,771-74.4% | $2,313-69.3% | $4,194-83.1% |
| Participant deferral / active EE | $1,272 | $4,699-72.9% | $4,085-68.9% | $6,396-80.1% |
| Admin fee / account holder | $436 | $10,844-96.0% | $9,256-95.3% | $12,562-96.5% |