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 | $112,362 | $162,812-31.0% | $133,971-16.1% | $158,966-29.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 12.33% | 41.94%-29.6pp | 45.09%-32.8pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,774 | $4,976-64.3% | $3,919-54.7% | $4,762-62.7% |
| Participant deferral / active EE | $3,948 | $5,910-33.2% | $5,047-21.8% | $5,983-34.0% |
| Admin fee / account holder | $572 | $11,741-95.1% | $8,929-93.6% | $11,250-94.9% |