Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,155 | $102,393-33.4% | $147,041-53.6% | $80,911-15.8% |
| Participation rate | 73.0% | 75.9%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 14.69% | 134.95%-120.3pp | 419.21%-404.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,388 | $3,715-35.7% | $4,935-51.6% | $2,756-13.3% |
| Participant deferral / active EE | $2,730 | $6,647-58.9% | $8,071-66.2% | $4,297-36.5% |
| Admin fee / account holder | $362 | $7,943-95.4% | $13,006-97.2% | $6,935-94.8% |