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 | $55,939 | $96,678-42.1% | $86,640-35.4% | $139,466-59.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 17.19% | 106.69%-89.5pp | 592.52%-575.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $9,642 | $3,265+195.3% | $3,024+218.8% | $4,754+102.8% |
| Participant deferral / active EE | $13,156 | $4,837+172.0% | $4,438+196.4% | $6,712+96.0% |
| Admin fee / account holder | $1,240 | $6,410-80.7% | $5,616-77.9% | $11,409-89.1% |