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 | $100,920 | $124,425-18.9% | $112,040-9.9% | $137,256-26.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 12.35% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,833 | $3,411-46.3% | $2,954-37.9% | $4,156-55.9% |
| Participant deferral / active EE | $8,559 | $5,718+49.7% | $5,098+67.9% | $6,407+33.6% |
| Admin fee / account holder | $794 | $15,207-94.8% | $12,098-93.4% | $12,270-93.5% |