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 | $231,050 | $157,304+46.9% | $141,197+63.6% | $152,909+51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.88% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $18,795 | $5,263+257.2% | $4,736+296.8% | $4,764+294.5% |
| Participant deferral / active EE | $13,581 | $7,111+91.0% | $6,710+102.4% | $5,851+132.1% |
| Admin fee / account holder | $1,243 | $12,126-89.8% | $10,265-87.9% | $11,601-89.3% |