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 | $104,650+35.0% | $83,854+68.5% | $155,188-9.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 17.41% | 28.97%-11.6pp | 31.39%-14.0pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,373 | $1,196+98.4% | $1,017+133.3% | $4,248-44.1% |
| Participant deferral / active EE | $13,902 | $2,367+487.3% | $2,035+583.1% | $6,531+112.9% |
| Admin fee / account holder | $1,312 | $3,518-62.7% | $3,197-59.0% | $14,480-90.9% |