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 | $193,795 | $112,131+72.8% | $95,964+101.9% | $158,982+21.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.61% | 171.19%-163.6pp | 91.64%-84.0pp | 302.99%-295.4pp |
| Employer contribution / active EE | $7,615 | $3,199+138.0% | $2,541+199.7% | $4,763+59.9% |
| Participant deferral / active EE | $9,033 | $4,784+88.8% | $4,167+116.8% | $5,983+51.0% |
| Admin fee / account holder | $3,247 | $10,136-68.0% | $6,797-52.2% | $11,252-71.1% |