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 | $200,001 | $211,239-5.3% | $178,528+12.0% | $145,877+37.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.13% | 30.22%-17.1pp | 27.11%-14.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $26,354 | $4,570+476.7% | $3,950+567.1% | $4,663+465.2% |
| Participant deferral / active EE | $26,354 | $6,963+278.5% | $6,278+319.8% | $6,691+293.9% |
| Admin fee / account holder | $704 | $12,095-94.2% | $10,419-93.2% | $13,402-94.7% |