Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $207,774 | $110,410+88.2% | $102,437+102.8% | $145,897+42.4% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 11.18% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,290 | $4,217-69.4% | $3,871-66.7% | $4,663-72.3% |
| Participant deferral / active EE | $4,553 | $5,622-19.0% | $5,060-10.0% | $6,689-31.9% |
| Admin fee / account holder | $1,141 | $9,745-88.3% | $8,388-86.4% | $13,390-91.5% |