Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,361 | $152,074-46.5% | $137,474-40.8% | $198,609-59.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 17.39% | 10.68%+6.7pp | 11.53%+5.9pp | 202.70%-185.3pp |
| Employer contribution / active EE | $9,388 | $5,444+72.4% | $5,048+86.0% | $5,055+85.7% |
| Participant deferral / active EE | $7,454 | $6,522+14.3% | $6,155+21.1% | $6,977+6.8% |
| Admin fee / account holder | $513 | $11,950-95.7% | $10,602-95.2% | $19,030-97.3% |