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 | $12,470 | $97,125-87.2% | $86,233-85.5% | $137,256-90.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.0%+4.9pp | 80.0%-6.0pp |
| Annual return | 25.56% | 74.19%-48.6pp | 61.39%-35.8pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,568 | $2,841-44.8% | $2,504-37.4% | $4,156-62.3% |
| Participant deferral / active EE | $2,970 | $5,180-42.7% | $4,559-34.9% | $6,407-53.6% |
| Admin fee / account holder | $1,406 | $9,725-85.5% | $8,342-83.1% | $12,270-88.5% |