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 | $110,777 | $106,008+4.5% | $92,240+20.1% | $147,586-24.9% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 13.64% | 50.05%-36.4pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,970 | $4,478+122.6% | $3,897+155.8% | $5,439+83.3% |
| Admin fee / account holder | $1,474 | $6,333-76.7% | $5,194-71.6% | $10,886-86.5% |