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 | $12,765 | $111,814-88.6% | $103,374-87.7% | $145,959-91.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.94% | 24.77%-13.8pp | 24.89%-13.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,312 | $4,214-68.9% | $3,869-66.1% | $4,661-71.9% |
| Participant deferral / active EE | $1,598 | $5,618-71.6% | $5,058-68.4% | $6,689-76.1% |
| Admin fee / account holder | $3,447 | $9,754-64.7% | $8,394-58.9% | $13,398-74.3% |