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 | $88,203 | $146,267-39.7% | $197,124-55.3% | $82,448+7.0% |
| Participation rate | 81.5% | 84.0%-2.5pp | 86.7%-5.2pp | 68.1%+13.4pp |
| Annual return | 22.59% | 29.61%-7.0pp | 44.34%-21.8pp | 41.64%-19.1pp |
| Employer contribution / active EE | $8,608 | $4,723+82.2% | $6,227+38.2% | $2,551+237.4% |
| Participant deferral / active EE | $12,703 | $7,035+80.6% | $9,135+39.1% | $4,139+206.9% |
| Admin fee / account holder | $302 | $14,422-97.9% | $16,298-98.1% | $7,234-95.8% |