Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $222,875 | $114,119+95.3% | $107,187+107.9% | $138,895+60.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.41% | 273.21%-256.8pp | 204.55%-188.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,158 | $4,059-46.8% | $3,782-42.9% | $4,194-48.5% |
| Participant deferral / active EE | $4,562 | $5,538-17.6% | $5,096-10.5% | $6,396-28.7% |
| Admin fee / account holder | $2,207 | $10,024-78.0% | $9,162-75.9% | $12,562-82.4% |