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 | $82,684 | $86,330-4.2% | $121,871-32.2% | $94,015-12.1% |
| Participation rate | 83.9% | 66.7%+17.2pp | 73.2%+10.7pp | 70.8%+13.0pp |
| Annual return | 16.49% | 14.95%+1.5pp | 13.57%+2.9pp | 17.84%-1.4pp |
| Employer contribution / active EE | $3,129 | $2,292+36.5% | $2,731+14.6% | $2,790+12.1% |
| Participant deferral / active EE | $8,475 | $3,146+169.4% | $4,318+96.3% | $4,249+99.4% |
| Admin fee / account holder | $2,657 | $7,346-63.8% | $11,551-77.0% | $8,951-70.3% |