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 | $106,501 | $108,825-2.1% | $156,181-31.8% | $82,448+29.2% |
| Participation rate | 76.6% | 72.4%+4.2pp | 78.8%-2.2pp | 68.1%+8.5pp |
| Annual return | 17.50% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,866 | $2,870-0.1% | $4,294-33.2% | $2,551+12.4% |
| Participant deferral / active EE | $6,059 | $4,577+32.4% | $6,132-1.2% | $4,139+46.4% |
| Admin fee / account holder | $2,789 | $9,341-70.1% | $14,586-80.9% | $7,234-61.5% |