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 | $244,482 | $183,516+33.2% | $155,534+57.2% | $145,884+67.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.36% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,496 | $5,315-53.0% | $4,675-46.6% | $4,662-46.5% |
| Participant deferral / active EE | $6,319 | $6,467-2.3% | $5,630+12.2% | $6,690-5.5% |
| Admin fee / account holder | $3,835 | $19,293-80.1% | $15,900-75.9% | $13,392-71.4% |