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 | $167,255 | $56,484+196.1% | $169,452-1.3% | $64,173+160.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 8.31% | -1.55%+9.9pp | 1.83%+6.5pp | 7.63%+0.7pp |
| Employer contribution / active EE | $2,808 | $1,832+53.2% | $4,157-32.4% | $2,381+17.9% |
| Participant deferral / active EE | $1,183 | $3,448-65.7% | $5,277-77.6% | $3,470-65.9% |
| Admin fee / account holder | $6,130 | $4,174+46.9% | $9,110-32.7% | $4,887+25.4% |