Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $98,441 | $282,059-65.1% | $213,469-53.9% | $154,746-36.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 14.48% | 20.90%-6.4pp | 20.58%-6.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,348 | $6,189-45.9% | $4,994-33.0% | $4,379-23.5% |
| Participant deferral / active EE | $6,495 | $8,186-20.7% | $6,841-5.0% | $6,730-3.5% |
| Admin fee / account holder | $47,600 | $37,435+27.2% | $27,141+75.4% | $14,365+231.4% |