Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $174,526 | $201,264-13.3% | $184,185-5.2% | $145,978+19.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.77% | 29.00%-13.2pp | 28.81%-13.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $8,678 | $7,021+23.6% | $6,426+35.1% | $4,662+86.2% |
| Participant deferral / active EE | $12,908 | $9,806+31.6% | $9,132+41.3% | $6,690+92.9% |
| Admin fee / account holder | $814 | $16,376-95.0% | $13,909-94.2% | $13,400-93.9% |