Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,176 | $55,889-69.3% | $76,119-77.4% | $80,935-78.8% |
| Participation rate | 75.3% | 62.1%+13.2pp | 69.1%+6.2pp | 67.7%+7.6pp |
| Annual return | 23.36% | 20.58%+2.8pp | 361.25%-337.9pp | 35.66%-12.3pp |
| Employer contribution / active EE | $1,290 | $1,866-30.9% | $2,693-52.1% | $2,757-53.2% |
| Participant deferral / active EE | $3,198 | $3,051+4.8% | $4,259-24.9% | $4,299-25.6% |
| Admin fee / account holder | $1,429 | $5,241-72.7% | $6,421-77.7% | $6,924-79.4% |