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 | $100,790 | $93,124+8.2% | $77,100+30.7% | $134,545-25.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.17% | 62.68%-77.8pp | 42.35%-57.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $4,150 | $3,421+21.3% | $2,815+47.4% | $4,742-12.5% |
| Participant deferral / active EE | $22,750 | $5,242+334.0% | $4,430+413.6% | $6,401+255.4% |
| Admin fee / account holder | $634 | $6,970-90.9% | $5,443-88.4% | $11,431-94.5% |