Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,189 | $100,073-84.8% | $85,126-82.2% | $145,877-89.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 11.91% | 84.11%-72.2pp | 66.63%-54.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $570 | $3,236-82.4% | $2,731-79.1% | $4,663-87.8% |
| Participant deferral / active EE | $5,185 | $5,294-2.1% | $4,523+14.6% | $6,691-22.5% |
| Admin fee / account holder | $831 | $7,261-88.6% | $6,160-86.5% | $13,402-93.8% |