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 | $196,603 | $75,832+159.3% | $147,617+33.2% | $59,633+229.7% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | -1.76% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $14,270 | $3,485+309.5% | $5,564+156.5% | $2,203+547.9% |
| Participant deferral / active EE | $9,556 | $3,131+205.2% | $4,895+95.2% | $3,192+199.4% |
| Admin fee / account holder | $15,556 | $5,986+159.9% | $11,612+34.0% | $4,297+262.0% |