Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $235,999 | $178,174+32.5% | $156,181+51.1% | $137,256+71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.71% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $20,797 | $4,972+318.3% | $4,294+384.3% | $4,156+400.4% |
| Participant deferral / active EE | $12,765 | $6,888+85.3% | $6,132+108.2% | $6,407+99.2% |
| Admin fee / account holder | $2,529 | $17,404-85.5% | $14,586-82.7% | $12,270-79.4% |