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 | $115,814+110.1% | $101,275+140.3% | $158,982+53.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.79% | 56.16%-39.4pp | 46.48%-29.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,530 | $4,958-69.1% | $4,371-65.0% | $5,983-74.4% |
| Admin fee / account holder | $2,034 | $7,249-71.9% | $5,948-65.8% | $11,252-81.9% |