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 | $7,744 | $51,638-85.0% | $68,368-88.7% | $82,448-90.6% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 19.86% | 37.53%-17.7pp | 292.57%-272.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $827 | $2,047-59.6% | $2,649-68.8% | $2,551-67.6% |
| Participant deferral / active EE | $2,504 | $2,914-14.1% | $4,123-39.3% | $4,139-39.5% |
| Admin fee / account holder | $843 | $4,643-81.8% | $5,150-83.6% | $7,234-88.3% |