Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,820 | $51,638-81.0% | $68,368-85.6% | $82,448-88.1% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 21.73% | 37.53%-15.8pp | 292.57%-270.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,203 | $2,047-41.2% | $2,649-54.6% | $2,551-52.9% |
| Participant deferral / active EE | $2,074 | $2,914-28.8% | $4,123-49.7% | $4,139-49.9% |
| Admin fee / account holder | $616 | $4,643-86.7% | $5,150-88.0% | $7,234-91.5% |