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 | $183,727 | $106,115+73.1% | $85,969+113.7% | $125,389+46.5% |
| Participation rate | 90.9% | 84.1%+6.9pp | 76.5%+14.4pp | 83.2%+7.7pp |
| Annual return | 1.04% | 13.93%-12.9pp | 9.32%-8.3pp | 282.24%-281.2pp |
| Employer contribution / active EE | $6,818 | $4,537+50.3% | $3,474+96.2% | $4,866+40.1% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,500 | $8,144-69.3% | $6,053-58.7% | $9,541-73.8% |