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 | $207,654 | $132,634+56.6% | $115,768+79.4% | $137,256+51.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 16.18% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,022 | $3,360-69.6% | $2,940-65.2% | $4,156-75.4% |
| Participant deferral / active EE | $5,001 | $5,619-11.0% | $4,917+1.7% | $6,407-21.9% |
| Admin fee / account holder | $1,206 | $15,028-92.0% | $12,439-90.3% | $12,270-90.2% |