Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $107,326 | $112,729-4.8% | $98,716+8.7% | $137,256-21.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 19.68% | 38.48%-18.8pp | 31.81%-12.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,030 | $2,725-25.5% | $2,279-10.9% | $4,156-51.2% |
| Participant deferral / active EE | $6,825 | $4,640+47.1% | $4,048+68.6% | $6,407+6.5% |
| Admin fee / account holder | $2,979 | $10,129-70.6% | $8,703-65.8% | $12,270-75.7% |