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 | $80,458 | $162,967-50.6% | $135,792-40.7% | $138,895-42.1% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.6%+20.7pp | 79.9%+13.4pp |
| Annual return | 30.73% | 30.08%+0.6pp | 25.96%+4.8pp | 145.39%-114.7pp |
| Employer contribution / active EE | $3,460 | $4,211-17.8% | $3,496-1.0% | $4,194-17.5% |
| Participant deferral / active EE | $8,799 | $5,640+56.0% | $4,759+84.9% | $6,396+37.6% |
| Admin fee / account holder | $2,662 | $15,306-82.6% | $12,266-78.3% | $12,562-78.8% |