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 | $164,474 | $123,982+32.7% | $69,701+136.0% | $145,959+12.7% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.4%+16.9pp | 80.3%+3.0pp |
| Annual return | 17.91% | 191.01%-173.1pp | 100.32%-82.4pp | 561.95%-544.0pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,499 | $4,236-41.0% | $2,887-13.4% | $6,689-62.6% |
| Admin fee / account holder | $9,808 | $7,867+24.7% | $4,717+108.0% | $13,398-26.8% |