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 | $33,664 | $160,040-79.0% | $147,096-77.1% | $145,877-76.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.54% | 98.49%-87.0pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,097 | $5,289-60.4% | $4,936-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $4,225 | $8,429-49.9% | $8,071-47.7% | $6,691-36.9% |
| Admin fee / account holder | $2,726 | $15,050-81.9% | $13,005-79.0% | $13,402-79.7% |