Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $81,372 | $126,661-35.8% | $113,397-28.2% | $138,895-41.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 26.61% | 25.05%+1.6pp | 23.20%+3.4pp | 145.39%-118.8pp |
| Employer contribution / active EE | $5,106 | $3,456+47.7% | $2,977+71.5% | $4,194+21.7% |
| Participant deferral / active EE | $6,254 | $5,693+9.9% | $5,076+23.2% | $6,396-2.2% |
| Admin fee / account holder | $2,415 | $14,549-83.4% | $11,957-79.8% | $12,562-80.8% |