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 | $139,302 | $110,212+26.4% | $96,534+44.3% | $139,466-0.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 14.45% | 26.42%-12.0pp | 25.88%-11.4pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,511 | $3,620-58.3% | $2,965-49.1% | $4,754-68.2% |
| Participant deferral / active EE | $5,480 | $5,547-1.2% | $4,851+13.0% | $6,712-18.4% |
| Admin fee / account holder | $912 | $11,599-92.1% | $8,253-88.9% | $11,409-92.0% |