Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $140,930 | $212,386-33.6% | $199,883-29.5% | $138,895+1.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 17.17% | 47.75%-30.6pp | 43.81%-26.6pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,709 | $6,625-74.2% | $6,261-72.7% | $4,194-59.3% |
| Participant deferral / active EE | $7,477 | $9,617-22.3% | $9,138-18.2% | $6,396+16.9% |
| Admin fee / account holder | $1,694 | $18,233-90.7% | $17,268-90.2% | $12,562-86.5% |