Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,367 | $81,276-7.3% | $155,574-51.6% | $80,925-6.9% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.3pp | 67.7%+25.9pp |
| Annual return | 10.91% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,686 | $3,103-13.4% | $4,676-42.5% | $2,756-2.5% |
| Participant deferral / active EE | $5,040 | $3,453+46.0% | $5,629-10.5% | $4,299+17.2% |
| Admin fee / account holder | $304 | $7,993-96.2% | $15,914-98.1% | $6,940-95.6% |