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 | $98,184 | $100,911-2.7% | $90,440+8.6% | $158,966-38.2% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 10.23% | 1726.62%-1716.4pp | 1294.38%-1284.1pp | 302.95%-292.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,934 | $4,348-9.5% | $3,964-0.7% | $5,983-34.2% |
| Admin fee / account holder | $1,494 | $6,507-77.0% | $5,615-73.4% | $11,250-86.7% |