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 | $211,282 | $99,995+111.3% | $85,063+148.4% | $145,978+44.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.66% | 83.99%-68.3pp | 66.54%-50.9pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,769 | $3,231-45.2% | $2,727-35.1% | $4,662-62.0% |
| Participant deferral / active EE | $10,064 | $5,295+90.1% | $4,523+122.5% | $6,690+50.4% |
| Admin fee / account holder | $600 | $7,255-91.7% | $6,155-90.2% | $13,400-95.5% |