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 | $26,276 | $107,809-75.6% | $97,032-72.9% | $155,188-83.1% |
| Participation rate | 83.3% | 75.5%+7.9pp | 71.6%+11.8pp | 80.8%+2.5pp |
| Annual return | 15.67% | 38.06%-22.4pp | 35.38%-19.7pp | 148.84%-133.2pp |
| Employer contribution / active EE | $914 | $2,911-68.6% | $2,629-65.2% | $4,248-78.5% |
| Participant deferral / active EE | $2,679 | $5,129-47.8% | $4,672-42.7% | $6,531-59.0% |
| Admin fee / account holder | $1,009 | $10,717-90.6% | $9,418-89.3% | $14,480-93.0% |