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 | $169,103 | $110,093+53.6% | $97,295+73.8% | $145,897+15.9% |
| Participation rate | 77.8% | 75.9%+1.9pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 67.32% | 244.76%-177.4pp | 75.62%-8.3pp | 552.29%-485.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,319 | $4,678-71.8% | $4,264-69.1% | $6,689-80.3% |
| Admin fee / account holder | $63,798 | $6,212+926.9% | $5,646+1029.9% | $13,390+376.4% |