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 | $171,203 | $126,661+35.2% | $113,397+51.0% | $138,895+23.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.54% | 25.05%-14.5pp | 23.20%-12.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,862 | $3,456-46.1% | $2,977-37.5% | $4,194-55.6% |
| Participant deferral / active EE | $5,248 | $5,693-7.8% | $5,076+3.4% | $6,396-18.0% |
| Admin fee / account holder | $11,167 | $14,549-23.2% | $11,957-6.6% | $12,562-11.1% |