Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $203,199 | $61,125+232.4% | $94,057+116.0% | $87,485+132.3% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.3%+4.4pp | 68.9%+8.8pp |
| Annual return | 14.17% | 35.20%-21.0pp | 480.62%-466.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,272 | $3,260+61.7% | $4,709+11.9% | $4,274+23.4% |
| Admin fee / account holder | $3,722 | $5,629-33.9% | $7,244-48.6% | $7,775-52.1% |