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 | $85,159 | $27,936+204.8% | $58,561+45.4% | $75,173+13.3% |
| Participation rate | 96.3% | 38.8%+57.4pp | 50.9%+45.4pp | 67.2%+29.1pp |
| Annual return | 69.01% | 44.21%+24.8pp | 4251.33%-4182.3pp | 160.72%-91.7pp |
| Employer contribution / active EE | $2,055 | $670+206.9% | $1,053+95.1% | $2,671-23.1% |
| Participant deferral / active EE | $5,308 | $1,202+341.6% | $1,923+176.0% | $4,126+28.6% |
| Admin fee / account holder | $460 | $1,727-73.3% | $2,520-81.7% | $5,651-91.9% |