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 | $55,626 | $168,636-67.0% | $147,618-62.3% | $125,388-55.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -2.76% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $9,390 | $6,252+50.2% | $5,565+68.7% | $4,866+93.0% |
| Participant deferral / active EE | $4,940 | $5,507-10.3% | $4,895+0.9% | $5,352-7.7% |
| Admin fee / account holder | $9,216 | $13,580-32.1% | $11,612-20.6% | $9,541-3.4% |