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 | $37,156+385.2% | $83,854+115.0% | $86,983+107.3% |
| Participation rate | 76.8% | 49.1%+27.7pp | 59.1%+17.7pp | 69.5%+7.2pp |
| Annual return | 16.77% | 29.88%-13.1pp | 31.39%-14.6pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,182 | $661+78.9% | $1,017+16.2% | $2,584-54.2% |
| Participant deferral / active EE | $7,711 | $1,418+443.9% | $2,035+278.9% | $4,194+83.9% |
| Admin fee / account holder | $4,322 | $2,510+72.2% | $3,197+35.2% | $7,856-45.0% |