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 | $190,185 | $132,099+44.0% | $115,599+64.5% | $138,895+36.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.61% | 176.76%-164.2pp | 111.10%-98.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $4,348 | $3,416+27.3% | $2,955+47.1% | $4,194+3.7% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,977 | $15,650-81.0% | $12,841-76.8% | $12,562-76.3% |