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 | $194,398 | $111,301+74.7% | $112,977+72.1% | $158,966+22.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.65% | 26.40%-13.8pp | 24.24%-11.6pp | 302.95%-290.3pp |
| Employer contribution / active EE | $14,444 | $4,471+223.1% | $4,255+239.5% | $4,762+203.3% |
| Participant deferral / active EE | $7,477 | $5,880+27.2% | $5,836+28.1% | $5,983+25.0% |
| Admin fee / account holder | $9,104 | $8,392+8.5% | $6,294+44.6% | $11,250-19.1% |