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 | $221,527 | $152,542+45.2% | $117,498+88.5% | $134,509+64.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.24% | 53.02%-72.3pp | 29.75%-49.0pp | 418.13%-437.4pp |
| Employer contribution / active EE | $7,164 | $5,574+28.5% | $4,178+71.5% | $4,741+51.1% |
| Participant deferral / active EE | $9,877 | $4,819+104.9% | $4,071+142.6% | $6,400+54.3% |
| Admin fee / account holder | $667 | $7,006-90.5% | $5,646-88.2% | $11,427-94.2% |