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 | $83,741 | $106,280-21.2% | $96,538-13.3% | $139,487-40.0% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.8pp |
| Annual return | 20.21% | 38.48%-18.3pp | 35.74%-15.5pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,320 | $4,107-43.5% | $3,740-38.0% | $4,755-51.2% |
| Participant deferral / active EE | $6,797 | $5,457+24.6% | $4,880+39.3% | $6,713+1.3% |
| Admin fee / account holder | $410 | $7,888-94.8% | $6,737-93.9% | $11,407-96.4% |