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 | $227,623 | $110,240+106.5% | $96,544+135.8% | $139,487+63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.57% | 26.41%-5.8pp | 25.88%-5.3pp | 373.84%-353.3pp |
| Employer contribution / active EE | $22,608 | $3,622+524.1% | $2,966+662.1% | $4,755+375.5% |
| Participant deferral / active EE | $10,930 | $5,549+97.0% | $4,851+125.3% | $6,713+62.8% |
| Admin fee / account holder | $1,365 | $11,602-88.2% | $8,254-83.5% | $11,407-88.0% |