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 | $63,472 | $106,008-40.1% | $92,240-31.2% | $147,586-57.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 19.56% | 50.05%-30.5pp | 176.29%-156.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,956 | $4,333-31.8% | $3,680-19.7% | $4,876-39.4% |
| Participant deferral / active EE | $7,660 | $4,478+71.0% | $3,897+96.6% | $5,439+40.8% |
| Admin fee / account holder | $411 | $6,333-93.5% | $5,194-92.1% | $10,886-96.2% |