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 | $10,566 | $111,535-90.5% | $105,223-90.0% | $137,256-92.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 18.61% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,705 | $3,939-56.7% | $3,689-53.8% | $4,156-59.0% |
| Participant deferral / active EE | $2,465 | $5,500-55.2% | $5,072-51.4% | $6,407-61.5% |
| Admin fee / account holder | $739 | $9,721-92.4% | $8,859-91.7% | $12,270-94.0% |