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 | $11,857 | $174,379-93.2% | $152,093-92.2% | $138,895-91.5% |
| Participation rate | 95.7% | 81.6%+14.0pp | 77.8%+17.9pp | 79.9%+15.7pp |
| Annual return | 18.76% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,620 | $4,652-65.2% | $4,175-61.2% | $4,194-61.4% |
| Participant deferral / active EE | $2,665 | $6,159-56.7% | $5,451-51.1% | $6,396-58.3% |
| Admin fee / account holder | $799 | $16,880-95.3% | $14,497-94.5% | $12,562-93.6% |