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 | $132,969 | $77,920+70.6% | $149,723-11.2% | $75,177+76.9% |
| Participation rate | 89.4% | 65.6%+23.8pp | 78.8%+10.6pp | 67.2%+22.2pp |
| Annual return | 18.00% | 31.72%-13.7pp | 134.50%-116.5pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,561 | $3,138-18.4% | $4,821-46.9% | $2,671-4.1% |
| Participant deferral / active EE | $7,828 | $3,411+129.5% | $5,682+37.8% | $4,126+89.7% |
| Admin fee / account holder | $3,188 | $5,951-46.4% | $13,215-75.9% | $5,651-43.6% |