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 | $123,579 | $96,678+27.8% | $86,640+42.6% | $139,466-11.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 15.08% | 106.69%-91.6pp | 592.52%-577.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,518 | $3,265-22.9% | $3,024-16.7% | $4,754-47.0% |
| Participant deferral / active EE | $9,648 | $4,837+99.5% | $4,438+117.4% | $6,712+43.7% |
| Admin fee / account holder | $6,208 | $6,410-3.1% | $5,616+10.5% | $11,409-45.6% |