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 | $237,884 | $117,895+101.8% | $102,460+132.2% | $145,897+63.0% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 20.51% | 31.92%-11.4pp | 29.47%-9.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $6,308 | $3,619+74.3% | $3,025+108.5% | $4,663+35.3% |
| Participant deferral / active EE | $8,771 | $5,736+52.9% | $5,056+73.5% | $6,689+31.1% |
| Admin fee / account holder | $2,457 | $13,353-81.6% | $9,460-74.0% | $13,390-81.7% |