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 | $87,340 | $95,453-8.5% | $112,040-22.0% | $82,448+5.9% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.0pp |
| Annual return | 19.01% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $4,163 | $2,318+79.6% | $2,954+40.9% | $2,551+63.2% |
| Participant deferral / active EE | $6,341 | $4,224+50.1% | $5,098+24.4% | $4,139+53.2% |
| Admin fee / account holder | $2,430 | $9,013-73.0% | $12,098-79.9% | $7,234-66.4% |