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 | $88,432 | $102,382-13.6% | $147,005-39.8% | $80,874+9.3% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 37.80% | 134.89%-97.1pp | 418.76%-381.0pp | 35.62%+2.2pp |
| Employer contribution / active EE | $8,173 | $3,715+120.0% | $4,934+65.6% | $2,756+196.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,391 | $7,942-57.3% | $13,006-73.9% | $6,935-51.1% |