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 | $217,017 | $197,603+9.8% | $177,827+22.0% | $158,950+36.5% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 18.17% | 58.76%-40.6pp | 48.32%-30.2pp | 302.91%-284.7pp |
| Employer contribution / active EE | $1,998 | $6,698-70.2% | $5,918-66.2% | $4,762-58.0% |
| Participant deferral / active EE | $15,377 | $8,404+83.0% | $7,713+99.4% | $5,983+157.0% |
| Admin fee / account holder | $8,631 | $15,402-44.0% | $12,429-30.6% | $11,248-23.3% |