Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,395 | $110,337-30.8% | $102,383-25.4% | $145,877-47.6% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 21.42% | 24.83%-3.4pp | 24.94%-3.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $4,799 | $4,216+13.8% | $3,870+24.0% | $4,663+2.9% |
| Participant deferral / active EE | $8,903 | $5,621+58.4% | $5,060+76.0% | $6,691+33.1% |
| Admin fee / account holder | $4,210 | $9,750-56.8% | $8,391-49.8% | $13,402-68.6% |