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 | $109,967+53.8% | $97,197+74.0% | $145,877+15.9% |
| Participation rate | 77.8% | 76.0%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 67.32% | 244.27%-177.0pp | 75.47%-8.2pp | 551.28%-484.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,319 | $4,676-71.8% | $4,263-69.1% | $6,691-80.3% |
| Admin fee / account holder | $63,798 | $6,199+929.2% | $5,637+1031.7% | $13,402+376.0% |