Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $73,641 | $155,555-52.7% | $146,866-49.9% | $155,188-52.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 14.66% | 115.41%-100.8pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $4,356 | $4,647-6.3% | $4,425-1.6% | $4,248+2.5% |
| Participant deferral / active EE | $9,529 | $8,044+18.5% | $7,759+22.8% | $6,531+45.9% |
| Admin fee / account holder | $16,768 | $14,755+13.6% | $13,620+23.1% | $14,480+15.8% |