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 | $9,511 | $58,627-83.8% | $76,735-87.6% | $82,448-88.5% |
| Participation rate | 88.0% | 63.2%+24.8pp | 69.5%+18.5pp | 68.1%+19.9pp |
| Annual return | 23.12% | 39.10%-16.0pp | 29.77%-6.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,851 | $1,729+7.0% | $2,454-24.6% | $2,551-27.4% |
| Participant deferral / active EE | $2,596 | $3,134-17.2% | $4,088-36.5% | $4,139-37.3% |
| Admin fee / account holder | $334 | $5,323-93.7% | $7,189-95.4% | $7,234-95.4% |