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 | $15,102 | $76,407-80.2% | $150,298-90.0% | $82,448-81.7% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 18.68% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $639 | $2,614-75.6% | $4,154-84.6% | $2,551-75.0% |
| Participant deferral / active EE | $2,464 | $3,214-23.4% | $5,453-54.8% | $4,139-40.5% |
| Admin fee / account holder | $1,378 | $6,352-78.3% | $14,116-90.2% | $7,234-81.0% |