Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $61,841 | $100,970-38.8% | $96,576-36.0% | $137,256-54.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 24.60% | 38.16%-13.6pp | 38.47%-13.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $3,298 | $3,809-13.4% | $3,553-7.2% | $4,156-20.6% |
| Participant deferral / active EE | $9,809 | $8,286+18.4% | $7,956+23.3% | $6,407+53.1% |
| Admin fee / account holder | $1,736 | $11,312-84.7% | $11,381-84.7% | $12,270-85.9% |