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 | $78,690-86.8% | $161,489-93.6% | $87,485-88.2% |
| Participation rate | 74.4% | 67.5%+7.0pp | 78.7%-4.3pp | 68.9%+5.5pp |
| Annual return | 14.96% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $609 | $2,588-76.5% | $4,268-85.7% | $2,596-76.6% |
| Participant deferral / active EE | $1,731 | $3,311-47.7% | $5,630-69.2% | $4,274-59.5% |
| Admin fee / account holder | $633 | $6,724-90.6% | $16,006-96.0% | $7,775-91.9% |