Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $119,479 | $124,425-4.0% | $112,040+6.6% | $137,256-13.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 20.10% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,509 | $3,411+32.2% | $2,954+52.7% | $4,156+8.5% |
| Participant deferral / active EE | $6,700 | $5,718+17.2% | $5,098+31.4% | $6,407+4.6% |
| Admin fee / account holder | $1,086 | $15,207-92.9% | $12,098-91.0% | $12,270-91.2% |