Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,958 | $100,970-40.6% | $96,576-37.9% | $137,256-56.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 21.29% | 38.16%-16.9pp | 38.47%-17.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,196 | $3,809+10.1% | $3,553+18.1% | $4,156+0.9% |
| Participant deferral / active EE | $11,605 | $8,286+40.0% | $7,956+45.9% | $6,407+81.1% |
| Admin fee / account holder | $2,845 | $11,312-74.9% | $11,381-75.0% | $12,270-76.8% |