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 | $35,342 | $32,117+10.0% | $71,086-50.3% | $64,181-44.9% |
| Participation rate | 95.4% | 42.7%+52.7pp | 54.7%+40.7pp | 69.6%+25.8pp |
| Annual return | 8.00% | -5.57%+13.6pp | 650.59%-642.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,231 | $712+72.8% | $1,088+13.2% | $2,381-48.3% |
| Participant deferral / active EE | $2,004 | $1,263+58.6% | $1,874+6.9% | $3,470-42.3% |
| Admin fee / account holder | $323 | $2,759-88.3% | $3,082-89.5% | $4,887-93.4% |