Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,221 | $111,814-19.3% | $103,378-12.7% | $145,978-38.2% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 12.72% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $3,509 | $4,215-16.8% | $3,870-9.3% | $4,662-24.7% |
| Participant deferral / active EE | $8,709 | $5,618+55.0% | $5,058+72.2% | $6,690+30.2% |
| Admin fee / account holder | $2,440 | $9,764-75.0% | $8,401-70.9% | $13,400-81.8% |