Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,492 | $87,132-67.3% | $105,624-73.0% | $80,959-64.8% |
| Participation rate | 94.8% | 70.4%+24.4pp | 75.3%+19.5pp | 67.7%+27.1pp |
| Annual return | 14.12% | 17.03%-2.9pp | 116.20%-102.1pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,597 | $2,397+8.4% | $3,168-18.0% | $2,757-5.8% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,204 | $8,449-85.7% | $10,961-89.0% | $6,925-82.6% |