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 | $213,901 | $124,351+72.0% | $109,188+95.9% | $167,553+27.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.50% | 26.04%-10.5pp | 25.76%-10.3pp | 478.89%-463.4pp |
| Employer contribution / active EE | $31,000 | $4,210+636.4% | $3,723+732.6% | $4,840+540.5% |
| Participant deferral / active EE | $19,000 | $5,257+261.4% | $4,654+308.3% | $6,343+199.6% |
| Admin fee / account holder | $862 | $7,975-89.2% | $6,755-87.2% | $12,316-93.0% |