Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $95,964 | $199,109-51.8% | $173,730-44.8% | $154,746-38.0% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.6%+3.0pp | 80.7%+1.9pp |
| Annual return | 12.09% | 20.02%-7.9pp | 19.96%-7.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $3,736 | $5,311-29.7% | $4,577-18.4% | $4,379-14.7% |
| Participant deferral / active EE | $7,404 | $7,113+4.1% | $6,326+17.0% | $6,730+10.0% |
| Admin fee / account holder | $18,806 | $20,916-10.1% | $17,523+7.3% | $14,365+30.9% |