Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $236,530 | $107,666+119.7% | $102,184+131.5% | $154,746+52.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.35% | 29.33%-11.0pp | 31.58%-13.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $14,681 | $3,846+281.7% | $3,594+308.5% | $4,379+235.2% |
| Participant deferral / active EE | $20,277 | $8,719+132.6% | $8,309+144.0% | $6,730+201.3% |
| Admin fee / account holder | $2,418 | $12,943-81.3% | $11,609-79.2% | $14,365-83.2% |