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 | $31,691 | $87,106-63.6% | $105,607-70.0% | $80,935-60.8% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.7%+7.3pp |
| Annual return | 21.81% | 17.01%+4.8pp | 116.11%-94.3pp | 35.66%-13.8pp |
| Employer contribution / active EE | $1,231 | $2,396-48.6% | $3,167-61.1% | $2,757-55.3% |
| Participant deferral / active EE | $2,685 | $3,986-32.6% | $5,011-46.4% | $4,299-37.6% |
| Admin fee / account holder | $855 | $8,447-89.9% | $10,958-92.2% | $6,924-87.7% |