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 | $122,724 | $106,524+15.2% | $152,301-19.4% | $87,485+40.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 61.23% | 26.89%+34.3pp | 80.50%-19.3pp | 26.06%+35.2pp |
| Employer contribution / active EE | $26,364 | $3,371+682.0% | $4,624+470.1% | $2,596+915.5% |
| Participant deferral / active EE | $12,238 | $6,525+87.6% | $8,004+52.9% | $4,274+186.4% |
| Admin fee / account holder | $413 | $8,287-95.0% | $14,398-97.1% | $7,775-94.7% |