Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,129 | $76,407-90.7% | $150,298-95.3% | $82,448-91.4% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 13.18% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,165 | $2,614-55.4% | $4,154-72.0% | $2,551-54.3% |
| Participant deferral / active EE | $2,154 | $3,214-33.0% | $5,453-60.5% | $4,139-48.0% |
| Admin fee / account holder | $450 | $6,352-92.9% | $14,116-96.8% | $7,234-93.8% |