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 | $104,267 | $75,962+37.3% | $154,108-32.3% | $64,173+62.5% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $9,542 | $3,350+184.9% | $5,298+80.1% | $2,381+300.8% |
| Participant deferral / active EE | $7,286 | $3,175+129.5% | $5,081+43.4% | $3,470+110.0% |
| Admin fee / account holder | $964 | $5,589-82.7% | $13,411-92.8% | $4,887-80.3% |