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 | $64,220 | $111,814-42.6% | $103,374-37.9% | $145,959-56.0% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 19.80% | 24.77%-5.0pp | 24.89%-5.1pp | 561.95%-542.1pp |
| Employer contribution / active EE | $1,915 | $4,214-54.5% | $3,869-50.5% | $4,661-58.9% |
| Participant deferral / active EE | $8,881 | $5,618+58.1% | $5,058+75.6% | $6,689+32.8% |
| Admin fee / account holder | $8,139 | $9,754-16.6% | $8,394-3.0% | $13,398-39.3% |