Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $232,997 | $69,248+236.5% | $64,101+263.5% | $139,466+67.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.42% | 45.95%-16.5pp | 33.72%-4.3pp | 373.66%-344.2pp |
| Employer contribution / active EE | $26,000 | $3,185+716.4% | $2,749+845.9% | $4,754+446.9% |
| Participant deferral / active EE | $26,000 | $4,682+455.3% | $3,881+570.0% | $6,712+287.4% |
| Admin fee / account holder | $791 | $4,247-81.4% | $3,070-74.2% | $11,409-93.1% |