Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $185,641 | $178,174+4.2% | $156,181+18.9% | $137,256+35.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.31% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,775 | $4,972+36.3% | $4,294+57.8% | $4,156+63.0% |
| Participant deferral / active EE | $17,040 | $6,888+147.4% | $6,132+177.9% | $6,407+166.0% |
| Admin fee / account holder | $1,353 | $17,404-92.2% | $14,586-90.7% | $12,270-89.0% |