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 | $128,236 | $168,635-24.0% | $147,617-13.1% | $125,389+2.3% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | -0.85% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $10,875 | $6,252+73.9% | $5,564+95.4% | $4,866+123.5% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,895-38.7% | $5,352-43.9% |
| Admin fee / account holder | $4,089 | $13,580-69.9% | $11,612-64.8% | $9,541-57.1% |