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 | $187,387 | $117,895+58.9% | $102,460+82.9% | $145,897+28.4% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 10.73% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.6pp |
| Employer contribution / active EE | $865 | $3,619-76.1% | $3,025-71.4% | $4,663-81.4% |
| Participant deferral / active EE | $5,765 | $5,736+0.5% | $5,056+14.0% | $6,689-13.8% |
| Admin fee / account holder | $14,544 | $13,353+8.9% | $9,460+53.7% | $13,390+8.6% |