Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $240,395 | $97,125+147.5% | $86,233+178.8% | $137,256+75.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.54% | 74.19%-58.6pp | 61.39%-45.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $26,081 | $2,841+817.9% | $2,504+941.4% | $4,156+527.5% |
| Participant deferral / active EE | $15,650 | $5,180+202.1% | $4,559+243.3% | $6,407+144.3% |
| Admin fee / account holder | $2,425 | $9,725-75.1% | $8,342-70.9% | $12,270-80.2% |