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 | $13,564 | $97,125-86.0% | $86,233-84.3% | $137,256-90.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 25.23% | 74.19%-49.0pp | 61.39%-36.2pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,719 | $2,841-39.5% | $2,504-31.4% | $4,156-58.6% |
| Participant deferral / active EE | $3,842 | $5,180-25.8% | $4,559-15.7% | $6,407-40.0% |
| Admin fee / account holder | $566 | $9,725-94.2% | $8,342-93.2% | $12,270-95.4% |