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 | $223,823-16.1% | $211,142-11.1% | $154,746+21.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 27.43% | 50.39%-23.0pp | 46.84%-19.4pp | 172.34%-144.9pp |
| Employer contribution / active EE | $19,657 | $6,787+189.6% | $6,442+205.1% | $4,379+348.9% |
| Participant deferral / active EE | $19,556 | $9,750+100.6% | $9,284+110.6% | $6,730+190.6% |
| Admin fee / account holder | $49,936 | $19,707+153.4% | $19,076+161.8% | $14,365+247.6% |