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 | $148,438 | $51,708+187.1% | $106,619+39.2% | $62,881+136.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 9.07% | 4.69%+4.4pp | 9.42%-0.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,552 | $1,764-12.0% | $3,947-60.7% | $2,281-32.0% |
| Participant deferral / active EE | $2,243 | $2,315-3.1% | $3,930-42.9% | $3,203-30.0% |
| Admin fee / account holder | $5,528 | $3,349+65.1% | $6,418-13.9% | $4,296+28.7% |