Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $236,290 | $223,823+5.6% | $211,142+11.9% | $154,746+52.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.33% | 50.39%-30.1pp | 46.84%-26.5pp | 172.34%-152.0pp |
| Employer contribution / active EE | $23,968 | $6,787+253.2% | $6,442+272.1% | $4,379+447.3% |
| Participant deferral / active EE | $17,563 | $9,750+80.1% | $9,284+89.2% | $6,730+160.9% |
| Admin fee / account holder | $1,932 | $19,707-90.2% | $19,076-89.9% | $14,365-86.6% |