Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $216,906 | $201,370+7.7% | $184,256+17.7% | $145,897+48.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.36% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $7,272 | $7,024+3.5% | $6,427+13.1% | $4,663+56.0% |
| Participant deferral / active EE | $7,203 | $9,808-26.6% | $9,133-21.1% | $6,689+7.7% |
| Admin fee / account holder | $21,561 | $16,364+31.8% | $13,899+55.1% | $13,390+61.0% |