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 | $231,730 | $103,392+124.1% | $87,104+166.0% | $152,897+51.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.73% | 28.10%-4.4pp | 28.19%-4.5pp | 345.43%-321.7pp |
| Employer contribution / active EE | $6,356 | $3,221+97.3% | $2,521+152.1% | $4,764+33.4% |
| Participant deferral / active EE | $8,962 | $4,778+87.5% | $4,048+121.4% | $5,851+53.2% |
| Admin fee / account holder | $9,055 | $12,194-25.7% | $7,491+20.9% | $11,599-21.9% |