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 | $65,376 | $183,988-64.5% | $162,177-59.7% | $152,897-57.2% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.6%-13.6pp | 82.5%-8.5pp |
| Annual return | 27.89% | 150.79%-122.9pp | 115.60%-87.7pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,610 | $6,370-74.7% | $5,613-71.3% | $4,764-66.2% |
| Participant deferral / active EE | $3,981 | $8,032-50.4% | $7,297-45.4% | $5,851-32.0% |
| Admin fee / account holder | $2,743 | $13,123-79.1% | $10,843-74.7% | $11,599-76.4% |