Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $202,202 | $154,467+30.9% | $130,270+55.2% | $139,487+45.0% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.3%+14.6pp | 80.3%+10.6pp |
| Annual return | 18.54% | 30.58%-12.0pp | 38.89%-20.4pp | 373.84%-355.3pp |
| Employer contribution / active EE | $10,656 | $5,175+105.9% | $4,128+158.2% | $4,755+124.1% |
| Participant deferral / active EE | $15,394 | $8,497+81.2% | $6,797+126.5% | $6,713+129.3% |
| Admin fee / account holder | $1,860 | $9,222-79.8% | $6,022-69.1% | $11,407-83.7% |