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 | $154,206 | $87,166+76.9% | $76,735+101.0% | $137,256+12.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 17.13% | 26.50%-9.4pp | 29.77%-12.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $726 | $2,904-75.0% | $2,454-70.4% | $4,156-82.5% |
| Participant deferral / active EE | $6,928 | $4,726+46.6% | $4,088+69.5% | $6,407+8.1% |
| Admin fee / account holder | $24,405 | $8,403+190.4% | $7,189+239.5% | $12,270+98.9% |