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 | $180,290 | $36,948+388.0% | $73,658+144.8% | $87,485+106.1% |
| Participation rate | 76.8% | 46.8%+30.0pp | 57.0%+19.7pp | 68.9%+7.9pp |
| Annual return | 16.77% | 28.64%-11.9pp | 29.72%-13.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,182 | $670+76.5% | $1,032+14.5% | $2,596-54.5% |
| Participant deferral / active EE | $7,711 | $1,379+459.1% | $2,062+274.0% | $4,274+80.4% |
| Admin fee / account holder | $4,322 | $2,531+70.8% | $3,357+28.7% | $7,775-44.4% |