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 | $178,766 | $71,872+148.7% | $86,691+106.2% | $68,495+161.0% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -17.27% | 3.53%-20.8pp | 35.94%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,507 | $2,173+199.4% | $2,837+129.4% | $2,596+150.6% |
| Participant deferral / active EE | $5,462 | $3,779+44.5% | $4,656+17.3% | $4,028+35.6% |
| Admin fee / account holder | $2,509 | $6,112-59.0% | $7,492-66.5% | $5,403-53.6% |