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 | $13,500 | $90,486-85.1% | $78,676-82.8% | $273,972-95.1% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 7.71% | 75.62%-67.9pp | 62.19%-54.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $943 | $3,175-70.3% | $2,850-66.9% | $4,869-80.6% |
| Participant deferral / active EE | $2,873 | $3,901-26.4% | $3,517-18.3% | $5,287-45.7% |
| Admin fee / account holder | $526 | $5,263-90.0% | $4,510-88.3% | $10,133-94.8% |