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 | $143,053 | $103,393+38.4% | $87,103+64.2% | $152,909-6.4% |
| Participation rate | 72.7% | 79.4%-6.6pp | 76.9%-4.1pp | 82.5%-9.7pp |
| Annual return | 12.83% | 28.10%-15.3pp | 28.19%-15.4pp | 345.46%-332.6pp |
| Employer contribution / active EE | $1,400 | $3,221-56.6% | $2,521-44.5% | $4,764-70.6% |
| Participant deferral / active EE | $5,106 | $4,778+6.9% | $4,049+26.1% | $5,851-12.7% |
| Admin fee / account holder | $325 | $12,195-97.3% | $7,491-95.7% | $11,601-97.2% |