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 | $186,307 | $113,174+64.6% | - | $145,897+27.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 17.83% | 21.70%-3.9pp | - | 552.29%-534.5pp |
| Employer contribution / active EE | $18,027 | $5,760+213.0% | - | $4,663+286.6% |
| Participant deferral / active EE | $30,500 | $5,566+447.9% | - | $6,689+356.0% |
| Admin fee / account holder | $25,625 | $6,302+306.6% | - | $13,390+91.4% |