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 | $226,504 | $211,224+7.2% | $178,505+26.9% | $145,897+55.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.02% | 30.28%-18.3pp | 27.16%-15.1pp | 552.29%-540.3pp |
| Employer contribution / active EE | $19,102 | $4,577+317.4% | $3,955+383.0% | $4,663+309.7% |
| Participant deferral / active EE | $21,375 | $6,966+206.9% | $6,280+240.3% | $6,689+219.5% |
| Admin fee / account holder | $1,793 | $12,109-85.2% | $10,428-82.8% | $13,390-86.6% |