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 | $224,700 | $81,233+176.6% | $155,567+44.4% | $80,874+177.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.00% | 33.33%-18.3pp | 64.74%-49.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $10,134 | $3,101+226.8% | $4,674+116.8% | $2,756+267.7% |
| Participant deferral / active EE | $8,609 | $3,452+149.4% | $5,628+53.0% | $4,297+100.3% |
| Admin fee / account holder | $3,944 | $7,998-50.7% | $15,916-75.2% | $6,935-43.1% |