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 | $129,803 | $73,518+76.6% | $63,005+106.0% | $147,585-12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.35% | 175.46%-162.1pp | 87.59%-74.2pp | 578.58%-565.2pp |
| Employer contribution / active EE | $7,518 | $3,322+126.3% | $2,760+172.4% | $4,876+54.2% |
| Participant deferral / active EE | $4,085 | $4,183-2.3% | $3,329+22.7% | $5,439-24.9% |
| Admin fee / account holder | $1,325 | $5,952-77.7% | $3,599-63.2% | $10,886-87.8% |