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 | $23,924 | $51,638-53.7% | $68,368-65.0% | $82,448-71.0% |
| Participation rate | 93.9% | 63.6%+30.3pp | 73.8%+20.2pp | 68.1%+25.9pp |
| Annual return | 21.02% | 37.53%-16.5pp | 292.57%-271.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,053 | $2,047-48.5% | $2,649-60.2% | $2,551-58.7% |
| Participant deferral / active EE | $1,277 | $2,914-56.2% | $4,123-69.0% | $4,139-69.1% |
| Admin fee / account holder | $735 | $4,643-84.2% | $5,150-85.7% | $7,234-89.8% |