Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $173,735 | $77,416+124.4% | $69,464+150.1% | $152,897+13.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 74.6%+2.3pp | 82.5%-5.5pp |
| Annual return | 17.81% | 39.08%-21.3pp | 28.98%-11.2pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,081 | $3,315-37.2% | $2,779-25.1% | $4,764-56.3% |
| Participant deferral / active EE | $2,455 | $4,413-44.4% | $3,536-30.6% | $5,851-58.0% |
| Admin fee / account holder | $6,706 | $6,208+8.0% | $3,840+74.6% | $11,599-42.2% |