Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $192,799 | $111,878+72.3% | $93,727+105.7% | $145,897+32.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 11.15% | 204.28%-193.1pp | 133.83%-122.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,963 | $3,092-4.2% | $2,421+22.4% | $4,663-36.5% |
| Participant deferral / active EE | $4,301 | $4,920-12.6% | $4,417-2.6% | $6,689-35.7% |
| Admin fee / account holder | $21,356 | $10,256+108.2% | $8,292+157.6% | $13,390+59.5% |