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 | $249,255 | $232,540+7.2% | $185,117+34.6% | $147,586+68.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.48% | 43.03%-19.5pp | 40.50%-17.0pp | 578.59%-555.1pp |
| Employer contribution / active EE | $12,045 | $5,195+131.8% | $4,182+188.0% | $4,876+147.0% |
| Participant deferral / active EE | $17,112 | $5,834+193.3% | $5,045+239.2% | $5,439+214.6% |
| Admin fee / account holder | $1,866 | $10,275-81.8% | $8,159-77.1% | $10,886-82.9% |