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 | $100,103 | $228,352-56.2% | $185,835-46.1% | $158,966-37.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.72% | 40.81%-19.1pp | 35.96%-14.2pp | 302.95%-281.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,850 | $6,416+53.5% | $5,633+74.9% | $5,983+64.6% |
| Admin fee / account holder | $4,816 | $11,867-59.4% | $9,502-49.3% | $11,250-57.2% |