Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $179,248 | $209,336-14.4% | $197,124-9.1% | $137,256+30.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.63% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $22,289 | $6,591+238.2% | $6,227+257.9% | $4,156+436.3% |
| Participant deferral / active EE | $13,369 | $9,614+39.1% | $9,135+46.4% | $6,407+108.7% |
| Admin fee / account holder | $2,862 | $17,308-83.5% | $16,298-82.4% | $12,270-76.7% |