Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $134,671 | $57,057+136.0% | $85,009+58.4% | $80,874+66.5% |
| Participation rate | 93.8% | 56.4%+37.4pp | 67.5%+26.2pp | 67.6%+26.1pp |
| Annual return | 12.08% | 21.66%-9.6pp | 66.47%-54.4pp | 35.62%-23.5pp |
| Employer contribution / active EE | $7,694 | $1,799+327.8% | $2,728+182.0% | $2,756+179.2% |
| Participant deferral / active EE | $1,206 | $3,112-61.2% | $4,522-73.3% | $4,297-71.9% |
| Admin fee / account holder | $1,754 | $4,986-64.8% | $6,153-71.5% | $6,935-74.7% |