Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $182,148 | $100,970+80.4% | $96,576+88.6% | $137,256+32.7% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 16.54% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,032 | $3,809-46.6% | $3,553-42.8% | $4,156-51.1% |
| Participant deferral / active EE | $9,098 | $8,286+9.8% | $7,956+14.4% | $6,407+42.0% |
| Admin fee / account holder | $4,169 | $11,312-63.1% | $11,381-63.4% | $12,270-66.0% |