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 | $38,004 | $57,330-33.7% | $86,656-56.1% | $75,177-49.4% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 22.70% | 2675.40%-2652.7pp | 593.09%-570.4pp | 160.75%-138.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,841 | $3,320-14.4% | $4,439-36.0% | $4,126-31.2% |
| Admin fee / account holder | $1,059 | $4,115-74.3% | $5,619-81.2% | $5,651-81.3% |