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 | $139,330 | $114,093+22.1% | $96,171+44.9% | $167,536-16.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 16.80% | 190.00%-173.2pp | 192.04%-175.2pp | 478.82%-462.0pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,900 | $5,197-25.0% | $4,350-10.3% | $6,342-38.5% |
| Admin fee / account holder | $1,898 | $6,899-72.5% | $5,538-65.7% | $12,315-84.6% |