Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $197,905 | $155,555+27.2% | $146,866+34.8% | $155,188+27.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.60% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,556 | $4,647-45.0% | $4,425-42.2% | $4,248-39.8% |
| Participant deferral / active EE | $12,861 | $8,044+59.9% | $7,759+65.8% | $6,531+96.9% |
| Admin fee / account holder | $9,454 | $14,755-35.9% | $13,620-30.6% | $14,480-34.7% |