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 | $18,621 | $84,236-77.9% | $170,435-89.1% | $70,126-73.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.67% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,574 | $3,387-53.5% | $5,432-71.0% | $2,343-32.8% |
| Participant deferral / active EE | $1,663 | $3,086-46.1% | $4,939-66.3% | $3,332-50.1% |
| Admin fee / account holder | $2,304 | $5,698-59.6% | $13,881-83.4% | $4,645-50.4% |