Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $206,452 | $156,398+32.0% | $147,318+40.1% | $138,895+48.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.69% | 78.75%-59.1pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $27,230 | $4,853+461.1% | $4,593+492.9% | $4,194+549.2% |
| Participant deferral / active EE | $27,230 | $8,237+230.6% | $7,906+244.4% | $6,396+325.7% |
| Admin fee / account holder | $535 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |