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 | $151,709 | $167,415-9.4% | $140,514+8.0% | $198,609-23.6% |
| Participation rate | 92.3% | 80.9%+11.4pp | 77.8%+14.5pp | 82.4%+9.9pp |
| Annual return | 13.95% | 13.85%+0.1pp | 14.36%-0.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $3,822 | $4,088-6.5% | $3,378+13.1% | $5,055-24.4% |
| Participant deferral / active EE | $11,286 | $5,579+102.3% | $4,919+129.5% | $6,977+61.8% |
| Admin fee / account holder | $2,973 | $16,730-82.2% | $13,697-78.3% | $19,030-84.4% |