Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $236,018 | $106,267+122.1% | $96,520+144.5% | $139,456+69.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.19% | 38.45%-24.3pp | 35.72%-21.5pp | 373.45%-359.3pp |
| Employer contribution / active EE | $10,149 | $4,105+147.3% | $3,739+171.5% | $4,753+113.6% |
| Participant deferral / active EE | $7,330 | $5,454+34.4% | $4,879+50.2% | $6,711+9.2% |
| Admin fee / account holder | $759 | $7,882-90.4% | $6,733-88.7% | $11,407-93.3% |