Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $211,873 | $149,778+41.5% | $118,946+78.1% | $158,966+33.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.43% | 19.95%+0.5pp | 35.89%-15.5pp | 302.95%-282.5pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $17,753 | $5,225+239.8% | $4,266+316.2% | $5,983+196.7% |
| Admin fee / account holder | $97,668 | $8,604+1035.1% | $6,581+1384.1% | $11,250+768.2% |