Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,247 | $55,889-69.1% | $76,119-77.3% | $80,935-78.7% |
| Participation rate | 72.0% | 62.1%+9.9pp | 69.1%+2.9pp | 67.7%+4.3pp |
| Annual return | 15.63% | 20.58%-4.9pp | 361.25%-345.6pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,796 | $1,866-3.7% | $2,693-33.3% | $2,757-34.8% |
| Participant deferral / active EE | $2,695 | $3,051-11.7% | $4,259-36.7% | $4,299-37.3% |
| Admin fee / account holder | $1,724 | $5,241-67.1% | $6,421-73.2% | $6,924-75.1% |