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 | $128,644 | $63,342+103.1% | $92,235+39.5% | $70,131+83.4% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 16.70% | 530.15%-513.5pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,611 | $2,471-34.8% | $3,679-56.2% | $2,342-31.2% |
| Participant deferral / active EE | $4,084 | $2,854+43.1% | $3,897+4.8% | $3,332+22.6% |
| Admin fee / account holder | $17,625 | $3,840+358.9% | $5,194+239.4% | $4,645+279.4% |