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 | $145,319 | $117,895+23.3% | $102,460+41.8% | $145,897-0.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 18.18% | 31.92%-13.7pp | 29.47%-11.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,127 | $3,619-41.2% | $3,025-29.7% | $4,663-54.4% |
| Participant deferral / active EE | $4,602 | $5,736-19.8% | $5,056-9.0% | $6,689-31.2% |
| Admin fee / account holder | $27,507 | $13,353+106.0% | $9,460+190.8% | $13,390+105.4% |