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 | $150,877 | $136,860+10.2% | $120,344+25.4% | $154,746-2.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.07% | 21.38%-8.3pp | 20.30%-7.2pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,506 | $3,533-57.4% | $3,020-50.1% | $4,379-65.6% |
| Participant deferral / active EE | $8,849 | $5,793+52.7% | $5,135+72.3% | $6,730+31.5% |
| Admin fee / account holder | $1,696 | $15,393-89.0% | $12,742-86.7% | $14,365-88.2% |