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 | $146,204 | $105,623+38.4% | $87,502+67.1% | $273,972-46.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 4.07% | 12.26%-8.2pp | 12.21%-8.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $7,545 | $3,141+140.2% | $2,550+195.9% | $4,869+55.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,887 | $4,781-18.7% | $4,221-7.9% | $10,133-61.6% |