Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $99,460 | $53,546+85.7% | $69,890+42.3% | $68,490+45.2% |
| Participation rate | 90.0% | 64.5%+25.5pp | 70.5%+19.5pp | 67.9%+22.1pp |
| Annual return | 139.88% | -13.87%+153.7pp | 190.84%-51.0pp | -7.85%+147.7pp |
| Employer contribution / active EE | $8,006 | $2,019+296.6% | $2,560+212.7% | $2,597+208.3% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,816 | $4,693-61.3% | $6,267-71.0% | $5,403-66.4% |