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 | $216,750 | $213,785+1.4% | $185,441+16.9% | $155,188+39.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.89% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-132.9pp |
| Employer contribution / active EE | $10,150 | $5,393+88.2% | $4,672+117.2% | $4,248+138.9% |
| Participant deferral / active EE | $15,150 | $6,864+120.7% | $6,152+146.3% | $6,531+132.0% |
| Admin fee / account holder | $1,641 | $21,134-92.2% | $17,890-90.8% | $14,480-88.7% |