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 | $112,641 | $136,860-17.7% | $120,344-6.4% | $154,746-27.2% |
| Participation rate | 86.4% | 79.9%+6.5pp | 76.7%+9.7pp | 80.7%+5.7pp |
| Annual return | 17.18% | 21.38%-4.2pp | 20.30%-3.1pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,564 | $3,533+0.9% | $3,020+18.0% | $4,379-18.6% |
| Participant deferral / active EE | $9,516 | $5,793+64.2% | $5,135+85.3% | $6,730+41.4% |
| Admin fee / account holder | $752 | $15,393-95.1% | $12,742-94.1% | $14,365-94.8% |