Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,143 | $71,230-70.3% | $93,727-77.4% | $80,959-73.9% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.7%+7.3pp |
| Annual return | 18.94% | 11.26%+7.7pp | 133.83%-114.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,868 | $1,565+83.2% | $2,421+18.4% | $2,757+4.0% |
| Participant deferral / active EE | $5,506 | $4,037+36.4% | $4,417+24.6% | $4,300+28.0% |
| Admin fee / account holder | $4,842 | $6,961-30.4% | $8,292-41.6% | $6,925-30.1% |