Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $170,495 | $201,370-15.3% | $184,256-7.5% | $145,897+16.9% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 30.68% | 29.05%+1.6pp | 28.85%+1.8pp | 552.29%-521.6pp |
| Employer contribution / active EE | $3,529 | $7,024-49.8% | $6,427-45.1% | $4,663-24.3% |
| Participant deferral / active EE | $8,061 | $9,808-17.8% | $9,133-11.7% | $6,689+20.5% |
| Admin fee / account holder | $2,552 | $16,364-84.4% | $13,899-81.6% | $13,390-80.9% |