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 | $96,490 | $149,040-35.3% | $120,225-19.7% | $137,256-29.7% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 13.55% | 605.68%-592.1pp | 439.23%-425.7pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,308 | $4,655-50.4% | $3,999-42.3% | $6,407-64.0% |
| Admin fee / account holder | $2,784 | $6,348-56.1% | $5,696-51.1% | $12,270-77.3% |