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 | $9,974 | $25,014-60.1% | $69,611-85.7% | $80,925-87.7% |
| Participation rate | 85.7% | 64.2%+21.5pp | 66.4%+19.3pp | 67.7%+18.1pp |
| Annual return | 15.58% | 19.08%-3.5pp | 101.14%-85.6pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,872 | $991+88.8% | $1,709+9.5% | $2,756-32.1% |
| Participant deferral / active EE | $2,581 | $1,840+40.3% | $2,891-10.7% | $4,299-40.0% |
| Admin fee / account holder | $681 | $2,491-72.7% | $4,696-85.5% | $6,940-90.2% |