Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $235,732 | $117,846+100.0% | $102,434+130.1% | $145,884+61.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.90% | 31.90%-21.0pp | 29.46%-18.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $6,147 | $3,615+70.1% | $3,023+103.3% | $4,662+31.8% |
| Participant deferral / active EE | $31,208 | $5,733+444.3% | $5,055+517.4% | $6,690+366.5% |
| Admin fee / account holder | $16,156 | $13,356+21.0% | $9,462+70.7% | $13,392+20.6% |