Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $215,081 | $99,053+117.1% | $88,179+143.9% | $138,895+54.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.1%+21.8pp | 79.9%+11.0pp |
| Annual return | 18.75% | 78.17%-59.4pp | 64.97%-46.2pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,037 | $2,882-29.3% | $2,549-20.1% | $4,194-51.4% |
| Participant deferral / active EE | $5,879 | $5,225+12.5% | $4,614+27.4% | $6,396-8.1% |
| Admin fee / account holder | $21,877 | $8,748+150.1% | $7,673+185.1% | $12,562+74.2% |