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 | $8,929 | $25,014-64.3% | $69,632-87.2% | $80,959-89.0% |
| Participation rate | 85.7% | 64.2%+21.5pp | 66.4%+19.3pp | 67.7%+18.0pp |
| Annual return | 32.67% | 19.08%+13.6pp | 101.32%-68.7pp | 35.67%-3.0pp |
| Employer contribution / active EE | $1,089 | $991+9.9% | $1,708-36.2% | $2,757-60.5% |
| Participant deferral / active EE | $2,535 | $1,840+37.8% | $2,889-12.2% | $4,300-41.0% |
| Admin fee / account holder | $1,670 | $2,491-33.0% | $4,695-64.4% | $6,925-75.9% |