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 | $61,862 | $107,363-42.4% | $92,909-33.4% | $152,897-59.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 20.15% | 145.63%-125.5pp | 109.44%-89.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,147 | $4,848-14.5% | $4,238-2.1% | $5,851-29.1% |
| Admin fee / account holder | $2,438 | $7,082-65.6% | $5,795-57.9% | $11,599-79.0% |