Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,190 | $23,330-69.2% | $64,489-88.9% | $82,448-91.3% |
| Participation rate | 96.8% | 68.3%+28.5pp | 67.7%+29.1pp | 68.1%+28.8pp |
| Annual return | 16.60% | 83.66%-67.1pp | 55.03%-38.4pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,669 | $824+102.5% | $1,523+9.6% | $2,551-34.6% |
| Participant deferral / active EE | $2,227 | $1,707+30.4% | $2,778-19.8% | $4,139-46.2% |
| Admin fee / account holder | $1,055 | $2,946-64.2% | $4,260-75.2% | $7,234-85.4% |