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 | $147,705 | $113,941+29.6% | $94,229+56.8% | $125,389+17.8% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -0.82% | 5.29%-6.1pp | 10.68%-11.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,573 | $4,727-66.7% | $3,587-56.2% | $4,866-67.7% |
| Participant deferral / active EE | $4,409 | $5,179-14.9% | $4,320+2.0% | $5,352-17.6% |
| Admin fee / account holder | $16,705 | $8,392+99.1% | $6,269+166.5% | $9,541+75.1% |