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 | $8,617 | $59,440-85.5% | $78,004-89.0% | $82,637-89.6% |
| Participation rate | 84.0% | 62.8%+21.2pp | 69.4%+14.6pp | 68.1%+15.9pp |
| Annual return | 19.57% | 40.24%-20.7pp | 31.07%-11.5pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,309 | $1,750-25.2% | $2,469-47.0% | $2,552-48.7% |
| Participant deferral / active EE | $3,259 | $3,138+3.9% | $4,092-20.3% | $4,126-21.0% |
| Admin fee / account holder | $2,992 | $5,504-45.6% | $7,578-60.5% | $7,339-59.2% |