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 | $192,050 | $166,242+15.5% | $165,071+16.3% | $145,884+31.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.86% | 100.44%-80.6pp | 70.17%-50.3pp | 551.85%-532.0pp |
| Employer contribution / active EE | $11,917 | $5,283+125.6% | $4,347+174.1% | $4,662+155.6% |
| Participant deferral / active EE | $15,225 | $6,964+118.6% | $6,035+152.3% | $6,690+127.6% |
| Admin fee / account holder | $2,246 | $16,658-86.5% | $12,695-82.3% | $13,392-83.2% |