Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $84,704 | $213,785-60.4% | $185,441-54.3% | $155,188-45.4% |
| Participation rate | 88.2% | 83.2%+5.0pp | 80.3%+8.0pp | 80.8%+7.4pp |
| Annual return | 20.31% | 19.97%+0.3pp | 20.16%+0.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $4,434 | $5,393-17.8% | $4,672-5.1% | $4,248+4.4% |
| Participant deferral / active EE | $11,015 | $6,864+60.5% | $6,152+79.1% | $6,531+68.7% |
| Admin fee / account holder | $2,647 | $21,134-87.5% | $17,890-85.2% | $14,480-81.7% |