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 | $34,600 | $168,636-79.5% | $147,618-76.6% | $125,388-72.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.68% | 77.65%-78.3pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $7,155 | $6,252+14.4% | $5,565+28.6% | $4,866+47.0% |
| Participant deferral / active EE | $4,208 | $5,507-23.6% | $4,895-14.0% | $5,352-21.4% |
| Admin fee / account holder | $1,156 | $13,580-91.5% | $11,612-90.0% | $9,541-87.9% |