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 | $128,294 | $199,109-35.6% | $173,730-26.2% | $154,746-17.1% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.6%+2.8pp | 80.7%+1.7pp |
| Annual return | 16.14% | 20.02%-3.9pp | 19.96%-3.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $5,154 | $5,311-3.0% | $4,577+12.6% | $4,379+17.7% |
| Participant deferral / active EE | $11,258 | $7,113+58.3% | $6,326+78.0% | $6,730+67.3% |
| Admin fee / account holder | $652 | $20,916-96.9% | $17,523-96.3% | $14,365-95.5% |