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 | $187,768 | $209,336-10.3% | $197,124-4.7% | $137,256+36.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.43% | 48.09%-20.7pp | 44.34%-16.9pp | 220.34%-192.9pp |
| Employer contribution / active EE | $19,657 | $6,591+198.3% | $6,227+215.7% | $4,156+373.0% |
| Participant deferral / active EE | $19,556 | $9,614+103.4% | $9,135+114.1% | $6,407+205.2% |
| Admin fee / account holder | $49,936 | $17,308+188.5% | $16,298+206.4% | $12,270+307.0% |