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 | $197,606 | $106,894+84.9% | $84,016+135.2% | $152,870+29.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.14% | 104.99%-80.9pp | 71.31%-47.2pp | 345.34%-321.2pp |
| Employer contribution / active EE | $2,046 | $2,734-25.2% | $1,983+3.2% | $4,763-57.0% |
| Participant deferral / active EE | $3,573 | $4,011-10.9% | $3,239+10.3% | $5,850-38.9% |
| Admin fee / account holder | $6,104 | $8,286-26.3% | $6,101+0.1% | $11,597-47.4% |