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 | $100,204 | $167,415-40.1% | $140,514-28.7% | $198,609-49.5% |
| Participation rate | 76.5% | 80.9%-4.4pp | 77.8%-1.3pp | 82.4%-5.9pp |
| Annual return | 13.39% | 13.85%-0.5pp | 14.36%-1.0pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,783 | $4,088-56.4% | $3,378-47.2% | $5,055-64.7% |
| Participant deferral / active EE | $3,754 | $5,579-32.7% | $4,919-23.7% | $6,977-46.2% |
| Admin fee / account holder | $7,109 | $16,730-57.5% | $13,697-48.1% | $19,030-62.6% |