Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $142,886 | $110,137+29.7% | $161,149-11.3% | $82,637+72.9% |
| Participation rate | 84.6% | 72.4%+12.3pp | 78.8%+5.8pp | 68.1%+16.6pp |
| Annual return | 16.65% | 20.69%-4.0pp | 21.16%-4.5pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,463 | $4,575+85.0% | $6,153+37.5% | $4,126+105.1% |
| Admin fee / account holder | $2,996 | $9,467-68.4% | $15,194-80.3% | $7,339-59.2% |