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 | $191,526 | $68,878+178.1% | $120,574+58.8% | $80,935+136.6% |
| Participation rate | 86.8% | 61.7%+25.2pp | 71.9%+14.9pp | 67.7%+19.2pp |
| Annual return | 19.05% | 23.67%-4.6pp | 107.42%-88.4pp | 35.66%-16.6pp |
| Employer contribution / active EE | $8,110 | $2,065+292.7% | $3,471+133.7% | $2,757+194.2% |
| Participant deferral / active EE | $14,036 | $3,189+340.2% | $4,996+180.9% | $4,299+226.5% |
| Admin fee / account holder | $9,444 | $5,782+63.3% | $9,4450% | $6,924+36.4% |