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 | $218,451 | $138,075+58.2% | $123,552+76.8% | $135,379+61.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.26% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.0pp |
| Employer contribution / active EE | $12,262 | $5,152+138.0% | $4,628+165.0% | $4,779+156.6% |
| Participant deferral / active EE | $27,688 | $6,800+307.2% | $6,426+330.9% | $5,609+393.6% |
| Admin fee / account holder | $1,242 | $10,917-88.6% | $9,285-86.6% | $10,828-88.5% |