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 | $188,166 | $201,259-6.5% | $184,200+2.2% | $145,959+28.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.93% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $22,403 | $7,018+219.2% | $6,424+248.7% | $4,661+380.7% |
| Participant deferral / active EE | $25,500 | $9,806+160.0% | $9,132+179.2% | $6,689+281.3% |
| Admin fee / account holder | $310 | $16,372-98.1% | $13,907-97.8% | $13,398-97.7% |