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 | $70,121-82.7% | $63,803-81.0% | $138,895-91.3% |
| Participation rate | 90.5% | 77.2%+13.3pp | 72.7%+17.8pp | 79.9%+10.6pp |
| Annual return | 14.65% | 946.48%-931.8pp | 543.72%-529.1pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,955 | $2,882-32.2% | $2,532-22.8% | $4,194-53.4% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $372 | $6,738-94.5% | $5,196-92.8% | $12,562-97.0% |