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 | $67,378 | $102,393-34.2% | $147,041-54.2% | $80,911-16.7% |
| Participation rate | 92.3% | 75.9%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 12.83% | 134.95%-122.1pp | 419.21%-406.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,814 | $6,647+168.0% | $8,071+120.7% | $4,297+314.6% |
| Admin fee / account holder | $10,740 | $7,943+35.2% | $13,006-17.4% | $6,935+54.9% |