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 | $218,944 | $129,960+68.5% | $104,299+109.9% | $134,545+62.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.18% | 42.06%-60.2pp | 24.62%-42.8pp | 418.37%-436.6pp |
| Employer contribution / active EE | $9,539 | $4,186+127.9% | $3,373+182.8% | $4,742+101.2% |
| Participant deferral / active EE | $12,753 | $5,589+128.2% | $4,626+175.7% | $6,401+99.2% |
| Admin fee / account holder | $1,062 | $9,324-88.6% | $7,339-85.5% | $11,431-90.7% |