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 | $141,260 | $174,018-18.8% | $136,833+3.2% | $198,609-28.9% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.0%+16.0pp | 82.4%-7.4pp |
| Annual return | 17.41% | 35.16%-17.8pp | 35.32%-17.9pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,373 | $1,571+51.1% | $1,319+80.0% | $5,055-53.1% |
| Participant deferral / active EE | $13,902 | $2,873+383.8% | $2,441+469.6% | $6,977+99.3% |
| Admin fee / account holder | $1,312 | $5,434-75.9% | $4,706-72.1% | $19,030-93.1% |