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 | $215,404 | $165,399+30.2% | $149,745+43.8% | $158,982+35.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.88% | 348.34%-335.5pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $16,989 | $5,105+232.8% | $4,646+265.7% | $4,763+256.7% |
| Participant deferral / active EE | $17,311 | $7,183+141.0% | $6,843+153.0% | $5,983+189.3% |
| Admin fee / account holder | $1,343 | $10,811-87.6% | $9,312-85.6% | $11,252-88.1% |