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 | $144,632 | $167,415-13.6% | $140,514+2.9% | $198,609-27.2% |
| Participation rate | 76.5% | 80.9%-4.4pp | 77.8%-1.3pp | 82.4%-5.9pp |
| Annual return | 8.00% | 13.85%-5.8pp | 14.36%-6.4pp | 202.70%-194.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,292 | $5,579-41.0% | $4,919-33.1% | $6,977-52.8% |
| Admin fee / account holder | $14,496 | $16,730-13.4% | $13,697+5.8% | $19,030-23.8% |