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 | $71,585 | $136,860-47.7% | $120,344-40.5% | $154,746-53.7% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 19.93% | 21.38%-1.4pp | 20.30%-0.4pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,111 | $3,533+16.4% | $3,020+36.1% | $4,379-6.1% |
| Participant deferral / active EE | $10,223 | $5,793+76.5% | $5,135+99.1% | $6,730+51.9% |
| Admin fee / account holder | $9,187 | $15,393-40.3% | $12,742-27.9% | $14,365-36.1% |