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 | $212,857 | $103,008+106.6% | $90,304+135.7% | $152,897+39.2% |
| Participation rate | 85.0% | 75.9%+9.1pp | 73.3%+11.7pp | 82.5%+2.5pp |
| Annual return | 16.15% | 95.22%-79.1pp | 78.13%-62.0pp | 345.43%-329.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,323 | $4,281-45.7% | $3,885-40.2% | $5,851-60.3% |
| Admin fee / account holder | $14,996 | $6,175+142.9% | $5,354+180.1% | $11,599+29.3% |