Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,190 | $58,848-74.2% | $88,179-82.8% | $82,637-81.6% |
| Participation rate | 74.2% | 57.9%+16.3pp | 69.1%+5.1pp | 68.1%+6.1pp |
| Annual return | 14.53% | 22.76%-8.2pp | 64.97%-50.4pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,338 | $1,678-20.3% | $2,549-47.5% | $2,552-47.6% |
| Participant deferral / active EE | $2,313 | $3,124-26.0% | $4,614-49.9% | $4,126-43.9% |
| Admin fee / account holder | $454 | $4,795-90.5% | $7,673-94.1% | $7,339-93.8% |