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 | $90,909 | $111,785-18.7% | $93,669-2.9% | $145,877-37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.14% | 203.79%-193.6pp | 133.59%-123.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $4,395 | $3,096+42.0% | $2,424+81.4% | $4,663-5.7% |
| Participant deferral / active EE | $3,295 | $4,919-33.0% | $4,416-25.4% | $6,691-50.8% |
| Admin fee / account holder | $660 | $10,256-93.6% | $8,291-92.0% | $13,402-95.1% |