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 | $16,291 | $81,331-80.0% | $155,534-89.5% | $80,935-79.9% |
| Participation rate | 90.7% | 66.3%+24.4pp | 78.2%+12.4pp | 67.7%+23.0pp |
| Annual return | 17.53% | 33.37%-15.8pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,324 | $3,105-25.1% | $4,675-50.3% | $2,757-15.7% |
| Participant deferral / active EE | $5,308 | $3,454+53.7% | $5,630-5.7% | $4,299+23.5% |
| Admin fee / account holder | $4,869 | $7,999-39.1% | $15,900-69.4% | $6,924-29.7% |