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 | $11,135 | $76,407-85.4% | $150,298-92.6% | $82,448-86.5% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 45.02% | 39.99%+5.0pp | 62.79%-17.8pp | 41.64%+3.4pp |
| Employer contribution / active EE | $1,216 | $2,614-53.5% | $4,154-70.7% | $2,551-52.3% |
| Participant deferral / active EE | $1,799 | $3,214-44.0% | $5,453-67.0% | $4,139-56.5% |
| Admin fee / account holder | $413 | $6,352-93.5% | $14,116-97.1% | $7,234-94.3% |