Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,221 | $57,140-78.6% | $85,240-85.7% | $80,959-84.9% |
| Participation rate | 80.0% | 56.4%+23.6pp | 67.5%+12.5pp | 67.7%+12.3pp |
| Annual return | 21.99% | 21.71%+0.3pp | 66.75%-44.8pp | 35.67%-13.7pp |
| Employer contribution / active EE | $1,853 | $1,802+2.8% | $2,735-32.3% | $2,757-32.8% |
| Participant deferral / active EE | $2,724 | $3,115-12.6% | $4,527-39.8% | $4,300-36.7% |
| Admin fee / account holder | $1,015 | $4,992-79.7% | $6,165-83.5% | $6,925-85.3% |