Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $205,980 | $211,224-2.5% | $178,505+15.4% | $145,897+41.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.20% | 30.28%-13.1pp | 27.16%-10.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $14,336 | $4,577+213.2% | $3,955+262.5% | $4,663+207.5% |
| Participant deferral / active EE | $17,172 | $6,966+146.5% | $6,280+173.4% | $6,689+156.7% |
| Admin fee / account holder | $1,489 | $12,109-87.7% | $10,428-85.7% | $13,390-88.9% |