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 | $25,127 | $117,846-78.7% | $102,434-75.5% | $145,884-82.8% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 17.49% | 31.90%-14.4pp | 29.46%-12.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,299 | $3,615-64.1% | $3,023-57.0% | $4,662-72.1% |
| Participant deferral / active EE | $4,532 | $5,733-21.0% | $5,055-10.4% | $6,690-32.3% |
| Admin fee / account holder | $1,508 | $13,356-88.7% | $9,462-84.1% | $13,392-88.7% |