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 | $139,383 | $199,109-30.0% | $173,730-19.8% | $154,746-9.9% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 15.85% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $4,027 | $5,311-24.2% | $4,577-12.0% | $4,379-8.0% |
| Participant deferral / active EE | $11,409 | $7,113+60.4% | $6,326+80.3% | $6,730+69.5% |
| Admin fee / account holder | $6,786 | $20,916-67.6% | $17,523-61.3% | $14,365-52.8% |