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 | $13,808 | $49,177-71.9% | $79,467-82.6% | $64,173-78.5% |
| Participation rate | 74.3% | 65.0%+9.3pp | 73.3%+0.9pp | 69.6%+4.7pp |
| Annual return | 17.64% | -1.16%+18.8pp | 718.30%-700.7pp | 7.63%+10.0pp |
| Employer contribution / active EE | $1,100 | $2,076-47.0% | $2,800-60.7% | $2,381-53.8% |
| Participant deferral / active EE | $2,449 | $2,821-13.2% | $3,704-33.9% | $3,470-29.4% |
| Admin fee / account holder | $1,304 | $3,839-66.0% | $5,104-74.5% | $4,887-73.3% |