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 | $246,905 | $223,823+10.3% | $211,142+16.9% | $154,746+59.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.47% | 50.39%-34.9pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $24,869 | $6,787+266.4% | $6,442+286.0% | $4,379+467.9% |
| Participant deferral / active EE | $7,900 | $9,750-19.0% | $9,284-14.9% | $6,730+17.4% |
| Admin fee / account holder | $2,826 | $19,707-85.7% | $19,076-85.2% | $14,365-80.3% |