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 | $97,709 | $155,555-37.2% | $146,866-33.5% | $155,188-37.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 16.02% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,415 | $4,647-48.0% | $4,425-45.4% | $4,248-43.2% |
| Participant deferral / active EE | $3,492 | $8,044-56.6% | $7,759-55.0% | $6,531-46.5% |
| Admin fee / account holder | $15,700 | $14,755+6.4% | $13,620+15.3% | $14,480+8.4% |