Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,629 | $57,140-79.6% | $85,240-86.4% | $80,959-85.6% |
| Participation rate | 90.0% | 56.4%+33.6pp | 67.5%+22.5pp | 67.7%+22.3pp |
| Annual return | 12.57% | 21.71%-9.1pp | 66.75%-54.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,826 | $1,802+1.4% | $2,735-33.2% | $2,757-33.8% |
| Participant deferral / active EE | $3,398 | $3,115+9.1% | $4,527-24.9% | $4,300-21.0% |
| Admin fee / account holder | $1,083 | $4,992-78.3% | $6,165-82.4% | $6,925-84.4% |