Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $100,644 | $126,113-20.2% | $116,096-13.3% | $155,188-35.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 18.20% | 391.72%-373.5pp | 326.25%-308.0pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,701 | $2,672-36.3% | $2,503-32.1% | $4,248-60.0% |
| Participant deferral / active EE | $3,401 | $4,162-18.3% | $3,952-13.9% | $6,531-47.9% |
| Admin fee / account holder | $1,295 | $8,045-83.9% | $7,704-83.2% | $14,480-91.1% |