Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $231,754 | $156,616+48.0% | $133,346+73.8% | $198,609+16.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.43% | 44.25%-26.8pp | 36.85%-19.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $28,681 | $3,368+751.6% | $2,853+905.1% | $5,055+467.3% |
| Participant deferral / active EE | $3,896 | $4,920-20.8% | $4,332-10.1% | $6,977-44.2% |
| Admin fee / account holder | $19,865 | $17,468+13.7% | $14,264+39.3% | $19,030+4.4% |