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 | $86,109 | $80,992+6.3% | $96,534-10.8% | $75,173+14.5% |
| Participation rate | 83.9% | 71.8%+12.1pp | 76.0%+7.9pp | 67.2%+16.7pp |
| Annual return | 15.88% | 27.05%-11.2pp | 25.88%-10.0pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,630 | $2,283+15.2% | $2,965-11.3% | $2,671-1.5% |
| Participant deferral / active EE | $6,775 | $3,929+72.4% | $4,851+39.7% | $4,126+64.2% |
| Admin fee / account holder | $3,895 | $6,717-42.0% | $8,253-52.8% | $5,651-31.1% |