Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,995 | $76,407-89.5% | $150,298-94.7% | $82,448-90.3% |
| Participation rate | 97.5% | 66.4%+31.1pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 20.36% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $906 | $2,614-65.3% | $4,154-78.2% | $2,551-64.5% |
| Participant deferral / active EE | $1,611 | $3,214-49.9% | $5,453-70.5% | $4,139-61.1% |
| Admin fee / account holder | $1,039 | $6,352-83.7% | $14,116-92.6% | $7,234-85.6% |