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 | $103,411 | $106,280-2.7% | $96,538+7.1% | $139,487-25.9% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 25.65% | 38.48%-12.8pp | 35.74%-10.1pp | 373.84%-348.2pp |
| Employer contribution / active EE | $4,342 | $4,107+5.7% | $3,740+16.1% | $4,755-8.7% |
| Participant deferral / active EE | $9,877 | $5,457+81.0% | $4,880+102.4% | $6,713+47.1% |
| Admin fee / account holder | $6,593 | $7,888-16.4% | $6,737-2.1% | $11,407-42.2% |