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 | $45,608 | $88,778-48.6% | $81,844-44.3% | $145,884-68.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 17.83% | 1033.03%-1015.2pp | 778.87%-761.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $8,260 | $3,087+167.6% | $2,916+183.2% | $4,662+77.2% |
| Participant deferral / active EE | $2,302 | $4,648-50.5% | $4,323-46.8% | $6,690-65.6% |
| Admin fee / account holder | $7,294 | $8,430-13.5% | $7,355-0.8% | $13,392-45.5% |