Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,344 | $211,224-92.3% | $178,505-90.8% | $145,897-88.8% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 17.34% | 30.28%-12.9pp | 27.16%-9.8pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,318 | $4,577-71.2% | $3,955-66.7% | $4,663-71.7% |
| Participant deferral / active EE | $2,388 | $6,966-65.7% | $6,280-62.0% | $6,689-64.3% |
| Admin fee / account holder | $2,026 | $12,109-83.3% | $10,428-80.6% | $13,390-84.9% |