Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,401 | $139,421-41.6% | $239,577-66.0% | $116,462-30.1% |
| Participation rate | 93.5% | 75.0%+18.6pp | 82.1%+11.4pp | 74.7%+18.9pp |
| Annual return | 13.04% | 15.58%-2.5pp | -0.70%+13.7pp | 15.65%-2.6pp |
| Employer contribution / active EE | $2,938 | $4,487-34.5% | $7,232-59.4% | $3,231-9.1% |
| Participant deferral / active EE | $8,297 | $4,296+93.1% | $5,676+46.2% | $3,836+116.3% |
| Admin fee / account holder | $2,428 | $21,515-88.7% | $19,315-87.4% | $12,754-81.0% |