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 | $147,408 | $104,251+41.4% | $91,004+62.0% | $147,586-0.1% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 19.71% | 27.06%-7.4pp | 4.60%+15.1pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,137 | $3,116-31.4% | $2,456-13.0% | $4,876-56.2% |
| Participant deferral / active EE | $4,719 | $4,195+12.5% | $3,548+33.0% | $5,439-13.2% |
| Admin fee / account holder | $4,396 | $8,948-50.9% | $5,417-18.8% | $10,886-59.6% |