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 | $58,761 | $160,028-63.3% | $147,080-60.0% | $145,884-59.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 21.08% | 98.60%-77.5pp | 420.17%-399.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $2,835 | $5,286-46.4% | $4,933-42.5% | $4,662-39.2% |
| Participant deferral / active EE | $4,490 | $8,422-46.7% | $8,066-44.3% | $6,690-32.9% |
| Admin fee / account holder | $3,836 | $15,030-74.5% | $12,989-70.5% | $13,392-71.4% |