Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,266 | $105,198-42.7% | $159,455-62.2% | $85,856-29.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 37.45% | 45.08%-7.6pp | 263.63%-226.2pp | 318.58%-281.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,060 | $5,946+52.4% | $7,353+23.2% | $3,952+129.2% |
| Admin fee / account holder | $2,727 | $6,934-60.7% | $10,800-74.8% | $6,261-56.4% |