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 | $218,186 | $223,823-2.5% | $211,142+3.3% | $154,746+41.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.55% | 50.39%-29.8pp | 46.84%-26.3pp | 172.34%-151.8pp |
| Employer contribution / active EE | $15,455 | $6,787+127.7% | $6,442+139.9% | $4,379+252.9% |
| Participant deferral / active EE | $6,615 | $9,750-32.2% | $9,284-28.8% | $6,730-1.7% |
| Admin fee / account holder | $1,424 | $19,707-92.8% | $19,076-92.5% | $14,365-90.1% |