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 | $128,744 | $95,917+34.2% | $79,583+61.8% | $134,545-4.3% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | 6.01% | -2.70%+8.7pp | 0.16%+5.8pp | 418.37%-412.4pp |
| Employer contribution / active EE | $5,111 | $3,129+63.3% | $2,414+111.8% | $4,742+7.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,364 | $9,132-85.1% | $6,835-80.0% | $11,431-88.1% |