Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,528 | $126,661-72.0% | $113,397-68.7% | $138,895-74.4% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.5%+13.0pp | 79.9%+9.6pp |
| Annual return | 23.68% | 25.05%-1.4pp | 23.20%+0.5pp | 145.39%-121.7pp |
| Employer contribution / active EE | $3,436 | $3,456-0.6% | $2,977+15.4% | $4,194-18.1% |
| Participant deferral / active EE | $7,683 | $5,693+35.0% | $5,076+51.4% | $6,396+20.1% |
| Admin fee / account holder | $3,615 | $14,549-75.2% | $11,957-69.8% | $12,562-71.2% |