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 | $70,609 | $115,225-38.7% | $100,712-29.9% | $138,895-49.2% |
| Participation rate | 91.7% | 74.3%+17.3pp | 69.3%+22.4pp | 79.9%+11.7pp |
| Annual return | 16.99% | 40.35%-23.4pp | 33.27%-16.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,118 | $2,771-23.6% | $2,313-8.4% | $4,194-49.5% |
| Participant deferral / active EE | $5,145 | $4,699+9.5% | $4,085+25.9% | $6,396-19.6% |
| Admin fee / account holder | $1,882 | $10,844-82.6% | $9,256-79.7% | $12,562-85.0% |