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 | $12,116 | $76,368-84.1% | $67,681-82.1% | $154,746-92.2% |
| Participation rate | 90.5% | 79.0%+11.5pp | 73.7%+16.7pp | 80.7%+9.8pp |
| Annual return | 14.65% | 1066.77%-1052.1pp | 590.58%-575.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,955 | $3,151-38.0% | $2,678-27.0% | $4,379-55.3% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $372 | $8,559-95.7% | $6,100-93.9% | $14,365-97.4% |