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 | $243,338 | $115,780+110.2% | $101,255+140.3% | $158,931+53.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.79% | 56.14%-39.4pp | 46.48%-29.7pp | 302.86%-286.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,530 | $4,958-69.1% | $4,370-65.0% | $5,982-74.4% |
| Admin fee / account holder | $2,034 | $7,246-71.9% | $5,946-65.8% | $11,247-81.9% |