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 | $105,377 | $82,630+27.5% | $64,105+64.4% | $125,389-16.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -1.48% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $525 | $2,671-80.3% | $1,820-71.1% | $4,866-89.2% |
| Participant deferral / active EE | $4,697 | $3,608+30.2% | $2,822+66.5% | $5,352-12.2% |
| Admin fee / account holder | $2,377 | $6,382-62.7% | $4,499-47.2% | $9,541-75.1% |