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 | $98,393 | $102,422-3.9% | $147,117-33.1% | $80,959+21.5% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 17.61% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,315 | $6,652-35.1% | $8,065-46.5% | $4,300+0.3% |
| Admin fee / account holder | $15,785 | $7,953+98.5% | $12,993+21.5% | $6,925+127.9% |