Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,062 | $102,382-22.8% | $147,005-46.2% | $80,874-2.2% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 14.66% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $24,492 | $6,646+268.5% | $8,070+203.5% | $4,297+470.0% |
| Admin fee / account holder | $15,413 | $7,942+94.1% | $13,006+18.5% | $6,935+122.2% |