Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,364 | $76,407-86.4% | $150,298-93.1% | $82,448-87.4% |
| Participation rate | 74.4% | 66.4%+8.0pp | 77.8%-3.3pp | 68.1%+6.4pp |
| Annual return | 14.96% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $609 | $2,614-76.7% | $4,154-85.3% | $2,551-76.1% |
| Participant deferral / active EE | $1,731 | $3,214-46.1% | $5,453-68.2% | $4,139-58.2% |
| Admin fee / account holder | $633 | $6,352-90.0% | $14,116-95.5% | $7,234-91.3% |