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 | $77,532 | $102,385-24.3% | $147,080-47.3% | $80,935-4.2% |
| Participation rate | 74.1% | 75.9%-1.8pp | 82.2%-8.1pp | 67.7%+6.4pp |
| Annual return | 17.83% | 135.09%-117.3pp | 420.17%-402.3pp | 35.66%-17.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,095 | $6,651+157.0% | $8,066+111.9% | $4,299+297.6% |
| Admin fee / account holder | $10,072 | $7,951+26.7% | $12,989-22.5% | $6,924+45.5% |