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 | $77,889 | $102,385-23.9% | $147,080-47.0% | $80,935-3.8% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 15.98% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,607 | $6,651+14.4% | $8,066-5.7% | $4,299+76.9% |
| Admin fee / account holder | $993 | $7,951-87.5% | $12,989-92.4% | $6,924-85.7% |