Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,670 | $110,248-80.3% | $95,728-77.4% | $139,456-84.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.49% | 27.16%-4.7pp | 28.40%-5.9pp | 373.45%-351.0pp |
| Employer contribution / active EE | $928 | $3,258-71.5% | $2,835-67.3% | $4,753-80.5% |
| Participant deferral / active EE | $1,740 | $4,675-62.8% | $4,245-59.0% | $6,711-74.1% |
| Admin fee / account holder | $652 | $6,607-90.1% | $5,673-88.5% | $11,407-94.3% |