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 | $217,317 | $227,291-4.4% | $214,702+1.2% | $155,188+40.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 26.95% | 60.08%-33.1pp | 54.55%-27.6pp | 148.84%-121.9pp |
| Employer contribution / active EE | $25,065 | $6,772+270.1% | $6,461+288.0% | $4,248+490.1% |
| Participant deferral / active EE | $6,763 | $9,582-29.4% | $9,147-26.1% | $6,531+3.5% |
| Admin fee / account holder | $9,025 | $20,413-55.8% | $19,830-54.5% | $14,480-37.7% |