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 | $199,828 | $176,786+13.0% | $146,643+36.3% | $167,536+19.3% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 18.54% | 24.04%-5.5pp | 22.75%-4.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $7,512 | $5,161+45.6% | $4,137+81.6% | $4,839+55.2% |
| Participant deferral / active EE | $16,566 | $6,440+157.2% | $5,506+200.9% | $6,342+161.2% |
| Admin fee / account holder | $798 | $13,262-94.0% | $10,280-92.2% | $12,315-93.5% |