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 | $207,672 | $152,619+36.1% | $125,195+65.9% | $152,909+35.8% |
| Participation rate | 82.6% | 83.3%-0.7pp | 79.8%+2.8pp | 82.5%+0.2pp |
| Annual return | 16.24% | 54.85%-38.6pp | 43.79%-27.6pp | 345.46%-329.2pp |
| Employer contribution / active EE | $2,871 | $4,947-42.0% | $3,866-25.7% | $4,764-39.7% |
| Participant deferral / active EE | $6,654 | $5,869+13.4% | $4,937+34.8% | $5,851+13.7% |
| Admin fee / account holder | $4,554 | $13,437-66.1% | $9,704-53.1% | $11,601-60.7% |