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 | $195,275 | $141,004+38.5% | $112,273+73.9% | $139,466+40.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.53% | 32.75%-14.2pp | 30.23%-11.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $22,261 | $4,285+419.5% | $3,431+548.8% | $4,754+368.3% |
| Participant deferral / active EE | $11,250 | $5,878+91.4% | $4,800+134.4% | $6,712+67.6% |
| Admin fee / account holder | $1,998 | $9,959-79.9% | $7,752-74.2% | $11,409-82.5% |