Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $187,105 | $197,637-5.3% | $177,848+5.2% | $158,982+17.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.57% | 58.77%-34.2pp | 48.33%-23.8pp | 302.99%-278.4pp |
| Employer contribution / active EE | $12,055 | $6,698+80.0% | $5,919+103.7% | $4,763+153.1% |
| Participant deferral / active EE | $10,339 | $8,405+23.0% | $7,714+34.0% | $5,983+72.8% |
| Admin fee / account holder | $21,020 | $15,406+36.4% | $12,431+69.1% | $11,252+86.8% |