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 | $96,788 | $112,933-14.3% | $90,970+6.4% | $158,982-39.1% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 33.08% | 215.82%-182.7pp | 134.60%-101.5pp | 302.99%-269.9pp |
| Employer contribution / active EE | $6,286 | $2,893+117.2% | $2,122+196.2% | $4,763+32.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,312 | $8,047-34.0% | $5,961-10.9% | $11,252-52.8% |