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 | $103,202 | $44,850+130.1% | $60,547+70.4% | $59,633+73.1% |
| Participation rate | 89.3% | 59.5%+29.8pp | 68.0%+21.3pp | 68.7%+20.6pp |
| Annual return | -1.02% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $4,032 | $1,462+175.8% | $2,419+66.6% | $2,203+83.0% |
| Participant deferral / active EE | $4,347 | $2,230+95.0% | $3,328+30.6% | $3,192+36.2% |
| Admin fee / account holder | $3,014 | $3,635-17.1% | $4,536-33.6% | $4,297-29.9% |