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 | $118,426 | $100,970+17.3% | $96,576+22.6% | $137,256-13.7% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 16.74% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,490 | $3,809-8.4% | $3,553-1.8% | $4,156-16.0% |
| Participant deferral / active EE | $8,863 | $8,286+7.0% | $7,956+11.4% | $6,407+38.3% |
| Admin fee / account holder | $1,717 | $11,312-84.8% | $11,381-84.9% | $12,270-86.0% |