Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,916 | $106,524-33.4% | $152,301-53.4% | $87,485-18.9% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 22.62% | 26.89%-4.3pp | 80.50%-57.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $4,443 | $3,371+31.8% | $4,624-3.9% | $2,596+71.1% |
| Participant deferral / active EE | $13,106 | $6,525+100.9% | $8,004+63.7% | $4,274+206.7% |
| Admin fee / account holder | $4,822 | $8,287-41.8% | $14,398-66.5% | $7,775-38.0% |