Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $235,138 | $167,533+40.4% | $151,645+55.1% | $134,545+74.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.28% | 7.81%-22.1pp | 3.34%-17.6pp | 418.37%-432.7pp |
| Employer contribution / active EE | $10,677 | $6,828+56.4% | $6,165+73.2% | $4,742+125.2% |
| Participant deferral / active EE | $15,874 | $8,985+76.7% | $8,363+89.8% | $6,401+148.0% |
| Admin fee / account holder | $24,061 | $13,781+74.6% | $11,614+107.2% | $11,431+110.5% |