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 | $16,340 | $67,894-75.9% | $89,340-81.7% | $82,448-80.2% |
| Participation rate | 96.6% | 64.0%+32.5pp | 69.6%+27.0pp | 68.1%+28.5pp |
| Annual return | 26.87% | 19.21%+7.7pp | 20.57%+6.3pp | 41.64%-14.8pp |
| Employer contribution / active EE | $1,541 | $1,828-15.7% | $2,231-31.0% | $2,551-39.6% |
| Participant deferral / active EE | $5,813 | $3,072+89.2% | $3,823+52.1% | $4,139+40.4% |
| Admin fee / account holder | $2,180 | $5,723-61.9% | $6,704-67.5% | $7,234-69.9% |