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 | $164,709 | $127,296+29.4% | $109,907+49.9% | $167,536-1.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 10.49% | 22.97%-12.5pp | 29.46%-19.0pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,333 | $3,325-29.8% | $2,844-18.0% | $4,839-51.8% |
| Participant deferral / active EE | $855 | $4,513-81.0% | $4,047-78.9% | $6,342-86.5% |
| Admin fee / account holder | $1,725 | $7,119-75.8% | $6,069-71.6% | $12,315-86.0% |