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 | $106,910 | $67,372+58.7% | $60,906+75.5% | $134,532-20.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.68% | 50.05%-59.7pp | 16.94%-26.6pp | 418.27%-427.9pp |
| Employer contribution / active EE | $4,183 | $3,099+35.0% | $2,703+54.8% | $4,741-11.8% |
| Participant deferral / active EE | $6,283 | $4,532+38.6% | $3,814+64.7% | $6,401-1.8% |
| Admin fee / account holder | $3,059 | $4,588-33.3% | $3,227-5.2% | $11,429-73.2% |