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 | $126,471 | $146,267-13.5% | $197,124-35.8% | $82,448+53.4% |
| Participation rate | 72.1% | 84.0%-11.9pp | 86.7%-14.6pp | 68.1%+4.0pp |
| Annual return | 16.13% | 29.61%-13.5pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,328 | $7,035+89.5% | $9,135+45.9% | $4,139+222.0% |
| Admin fee / account holder | $10,671 | $14,422-26.0% | $16,298-34.5% | $7,234+47.5% |