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 | $153,824 | $82,028+87.5% | $123,105+25.0% | $59,633+158.0% |
| Participation rate | 74.2% | 83.2%-9.0pp | 86.8%-12.6pp | 68.7%+5.5pp |
| Annual return | 2.02% | 5.12%-3.1pp | 13.22%-11.2pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $2,759 | $3,297-16.3% | $5,151-46.4% | $2,203+25.3% |
| Participant deferral / active EE | $11,586 | $4,667+148.3% | $6,229+86.0% | $3,192+263.0% |
| Admin fee / account holder | $7,983 | $5,879+35.8% | $9,014-11.4% | $4,297+85.8% |