Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,231 | $59,440-69.3% | $78,004-76.6% | $82,637-77.9% |
| Participation rate | 70.1% | 62.8%+7.3pp | 69.4%+0.7pp | 68.1%+2.1pp |
| Annual return | 13.89% | 40.24%-26.4pp | 31.07%-17.2pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,234 | $3,138+34.9% | $4,092+3.5% | $4,126+2.6% |
| Admin fee / account holder | $1,986 | $5,504-63.9% | $7,578-73.8% | $7,339-72.9% |