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 | $86,324 | $102,382-15.7% | $147,005-41.3% | $80,874+6.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 36.47% | 134.89%-98.4pp | 418.76%-382.3pp | 35.62%+0.8pp |
| Employer contribution / active EE | $5,047 | $3,715+35.8% | $4,934+2.3% | $2,756+83.1% |
| Participant deferral / active EE | $12,095 | $6,646+82.0% | $8,070+49.9% | $4,297+181.5% |
| Admin fee / account holder | $2,114 | $7,942-73.4% | $13,006-83.7% | $6,935-69.5% |