Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,014 | $97,729-71.3% | $83,830-66.6% | $135,379-79.3% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | 0.17% | 1287.52%-1287.4pp | 850.97%-850.8pp | 519.79%-519.6pp |
| Employer contribution / active EE | $804 | $4,222-80.9% | $3,631-77.8% | $4,779-83.2% |
| Participant deferral / active EE | $2,170 | $4,683-53.7% | $4,082-46.8% | $5,609-61.3% |
| Admin fee / account holder | $2,489 | $6,674-62.7% | $5,479-54.6% | $10,828-77.0% |