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 | $81,472 | $124,425-34.5% | $112,040-27.3% | $137,256-40.6% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 19.66% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,729 | $3,411+38.6% | $2,954+60.1% | $4,156+13.8% |
| Participant deferral / active EE | $9,209 | $5,718+61.0% | $5,098+80.6% | $6,407+43.7% |
| Admin fee / account holder | $1,448 | $15,207-90.5% | $12,098-88.0% | $12,270-88.2% |