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 | $80,463 | $80,992-0.7% | $96,534-16.6% | $75,173+7.0% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.8pp | 67.2%+15.6pp |
| Annual return | 15.89% | 27.05%-11.2pp | 25.88%-10.0pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,417 | $2,283+5.9% | $2,965-18.5% | $2,671-9.5% |
| Participant deferral / active EE | $5,151 | $3,929+31.1% | $4,851+6.2% | $4,126+24.8% |
| Admin fee / account holder | $3,612 | $6,717-46.2% | $8,253-56.2% | $5,651-36.1% |