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 | $178,123 | $254,759-30.1% | $216,567-17.8% | $198,609-10.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.13% | 10.04%+0.1pp | 12.94%-2.8pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,742 | $6,096-71.4% | $5,216-66.6% | $5,055-65.5% |
| Participant deferral / active EE | $3,110 | $6,948-55.2% | $6,191-49.8% | $6,977-55.4% |
| Admin fee / account holder | $4,194 | $26,311-84.1% | $21,981-80.9% | $19,030-78.0% |