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 | $120,821 | $105,623+14.4% | $87,502+38.1% | $273,972-55.9% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 11.99% | 12.26%-0.3pp | 12.21%-0.2pp | 41.46%-29.5pp |
| Employer contribution / active EE | $1,448 | $3,141-53.9% | $2,550-43.2% | $4,869-70.3% |
| Participant deferral / active EE | $2,882 | $3,601-20.0% | $3,149-8.5% | $5,287-45.5% |
| Admin fee / account holder | $13,432 | $4,781+181.0% | $4,221+218.2% | $10,133+32.6% |