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 | $56,571 | $202,342-72.0% | $172,752-67.3% | $152,897-63.0% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.5%-10.2pp |
| Annual return | 19.18% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,874 | $5,858-68.0% | $5,144-63.6% | $4,764-60.7% |
| Participant deferral / active EE | $3,056 | $5,948-48.6% | $5,198-41.2% | $5,851-47.8% |
| Admin fee / account holder | $1,217 | $17,111-92.9% | $13,955-91.3% | $11,599-89.5% |