Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $206,915 | $152,612+35.6% | $125,192+65.3% | $152,897+35.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.17% | 54.85%-31.7pp | 43.79%-20.6pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,811 | $4,947-43.2% | $3,866-27.3% | $4,764-41.0% |
| Participant deferral / active EE | $6,230 | $5,868+6.2% | $4,937+26.2% | $5,851+6.5% |
| Admin fee / account holder | $3,758 | $13,437-72.0% | $9,704-61.3% | $11,599-67.6% |