Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $71,227 | $125,797-43.4% | $170,043-58.1% | $75,173-5.2% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.0%+7.1pp | 67.2%+26.9pp |
| Annual return | 19.51% | 27.20%-7.7pp | 53.40%-33.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $3,001 | $4,616-35.0% | $6,790-55.8% | $2,671+12.4% |
| Participant deferral / active EE | $8,569 | $6,838+25.3% | $10,410-17.7% | $4,126+107.7% |
| Admin fee / account holder | $991 | $8,177-87.9% | $12,824-92.3% | $5,651-82.5% |