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 | $88,610 | $106,008-16.4% | $92,240-3.9% | $147,586-40.0% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 17.00% | 50.05%-33.1pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,963 | $4,333-54.7% | $3,680-46.7% | $4,876-59.7% |
| Participant deferral / active EE | $4,721 | $4,478+5.4% | $3,897+21.2% | $5,439-13.2% |
| Admin fee / account holder | $351 | $6,333-94.5% | $5,194-93.2% | $10,886-96.8% |