Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $88,749 | $93,598-5.2% | $135,974-34.7% | $75,173+18.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 20.79% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $3,395 | $3,538-4.1% | $4,859-30.1% | $2,671+27.1% |
| Participant deferral / active EE | $10,718 | $6,405+67.3% | $7,760+38.1% | $4,126+159.8% |
| Admin fee / account holder | $2,476 | $6,978-64.5% | $10,767-77.0% | $5,651-56.2% |