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 | $138,461 | $80,985+71.0% | $96,576+43.4% | $75,181+84.2% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 13.14% | 27.05%-13.9pp | 25.87%-12.7pp | 160.69%-147.5pp |
| Employer contribution / active EE | $2,778 | $2,282+21.7% | $2,965-6.3% | $2,671+4.0% |
| Participant deferral / active EE | $6,891 | $3,929+75.4% | $4,851+42.1% | $4,126+67.0% |
| Admin fee / account holder | $3,886 | $6,719-42.2% | $8,253-52.9% | $5,650-31.2% |