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 | $13,374 | $35,183-62.0% | $73,550-81.8% | $70,126-80.9% |
| Participation rate | 70.5% | 42.9%+27.5pp | 54.9%+15.5pp | 69.5%+0.9pp |
| Annual return | 14.40% | 26.90%-12.5pp | -15.16%+29.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $441 | $709-37.7% | $1,219-63.8% | $2,343-81.2% |
| Participant deferral / active EE | $806 | $1,220-34.0% | $1,804-55.3% | $3,332-75.8% |
| Admin fee / account holder | $942 | $2,302-59.1% | $2,320-59.4% | $4,645-79.7% |