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 | $207,407 | $110,137+88.3% | $161,149+28.7% | $82,637+151.0% |
| Participation rate | 83.9% | 72.4%+11.6pp | 78.8%+5.1pp | 68.1%+15.9pp |
| Annual return | 30.91% | 20.69%+10.2pp | 21.16%+9.8pp | 53.51%-22.6pp |
| Employer contribution / active EE | $8,767 | $2,856+207.0% | $4,360+101.1% | $2,552+243.5% |
| Participant deferral / active EE | $3,038 | $4,575-33.6% | $6,153-50.6% | $4,126-26.4% |
| Admin fee / account holder | $66,728 | $9,467+604.9% | $15,194+339.2% | $7,339+809.2% |