Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $213,848 | $209,336+2.2% | $197,124+8.5% | $137,256+55.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.71% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $11,110 | $6,591+68.6% | $6,227+78.4% | $4,156+167.3% |
| Participant deferral / active EE | $15,272 | $9,614+58.9% | $9,135+67.2% | $6,407+138.4% |
| Admin fee / account holder | $80,129 | $17,308+363.0% | $16,298+391.6% | $12,270+553.0% |