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 | $197,272 | $148,623+32.7% | $135,974+45.1% | $139,466+41.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.20% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.5pp |
| Employer contribution / active EE | $20,000 | $5,246+281.2% | $4,859+311.6% | $4,754+320.7% |
| Participant deferral / active EE | $16,000 | $8,103+97.5% | $7,760+106.2% | $6,712+138.4% |
| Admin fee / account holder | $1,920 | $12,406-84.5% | $10,767-82.2% | $11,409-83.2% |