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 | $12,069 | $58,848-79.5% | $88,179-86.3% | $82,637-85.4% |
| Participation rate | 77.8% | 57.9%+19.9pp | 69.1%+8.6pp | 68.1%+9.7pp |
| Annual return | 16.75% | 22.76%-6.0pp | 64.97%-48.2pp | 53.51%-36.8pp |
| Employer contribution / active EE | $971 | $1,678-42.2% | $2,549-61.9% | $2,552-62.0% |
| Participant deferral / active EE | $4,296 | $3,124+37.5% | $4,614-6.9% | $4,126+4.1% |
| Admin fee / account holder | $2,165 | $4,795-54.9% | $7,673-71.8% | $7,339-70.5% |