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 | $146,336 | $55,902+161.8% | $76,030+92.5% | $80,959+80.8% |
| Participation rate | 77.8% | 62.1%+15.7pp | 69.1%+8.7pp | 67.7%+10.1pp |
| Annual return | 14.21% | 20.59%-6.4pp | 361.54%-347.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $2,011 | $1,867+7.7% | $2,688-25.2% | $2,757-27.1% |
| Participant deferral / active EE | $3,940 | $3,051+29.2% | $4,257-7.4% | $4,300-8.4% |
| Admin fee / account holder | $2,509 | $5,239-52.1% | $6,421-60.9% | $6,925-63.8% |