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 | $94,771 | $177,156-46.5% | $147,027-35.5% | $154,746-38.8% |
| Participation rate | 94.4% | 79.4%+15.1pp | 73.7%+20.7pp | 80.7%+13.7pp |
| Annual return | 16.02% | 21.94%-5.9pp | 20.23%-4.2pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,416 | $4,336-44.3% | $3,626-33.4% | $4,379-44.8% |
| Participant deferral / active EE | $6,261 | $5,797+8.0% | $4,933+26.9% | $6,730-7.0% |
| Admin fee / account holder | $2,162 | $14,904-85.5% | $12,223-82.3% | $14,365-85.0% |