Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $210,594 | $154,228+36.5% | $145,433+44.8% | $137,256+53.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.34% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $19,384 | $4,804+303.5% | $4,554+325.6% | $4,156+366.4% |
| Participant deferral / active EE | $24,208 | $8,216+194.6% | $7,897+206.5% | $6,407+277.8% |
| Admin fee / account holder | $748 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |