Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,498 | $23,330-42.1% | $64,489-79.1% | $82,448-83.6% |
| Participation rate | 83.9% | 68.3%+15.6pp | 67.7%+16.2pp | 68.1%+15.8pp |
| Annual return | 18.02% | 83.66%-65.6pp | 55.03%-37.0pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,027 | $824+24.6% | $1,523-32.6% | $2,551-59.7% |
| Participant deferral / active EE | $3,085 | $1,707+80.7% | $2,778+11.0% | $4,139-25.5% |
| Admin fee / account holder | $1,897 | $2,946-35.6% | $4,260-55.5% | $7,234-73.8% |