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 | $205,874 | $182,442+12.8% | $163,379+26.0% | $138,895+48.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.31% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $23,165 | $4,159+456.9% | $3,752+517.4% | $4,194+452.3% |
| Participant deferral / active EE | $19,867 | $6,817+191.4% | $6,282+216.3% | $6,396+210.6% |
| Admin fee / account holder | $762 | $10,396-92.7% | $9,818-92.2% | $12,562-93.9% |