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 | $97,120 | $154,228-37.0% | $145,433-33.2% | $137,256-29.2% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,911 | $4,804-60.2% | $4,554-58.0% | $4,156-54.0% |
| Participant deferral / active EE | $4,522 | $8,216-45.0% | $7,897-42.7% | $6,407-29.4% |
| Admin fee / account holder | $4,892 | $14,344-65.9% | $13,129-62.7% | $12,270-60.1% |