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 | $45,270 | $171,492-73.6% | $150,734-70.0% | $198,609-77.2% |
| Participation rate | 90.5% | 81.4%+9.1pp | 78.4%+12.0pp | 82.4%+8.1pp |
| Annual return | 16.60% | 804.70%-788.1pp | 600.81%-584.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,048 | $5,470-62.6% | $4,918-58.4% | $5,055-59.5% |
| Participant deferral / active EE | $3,901 | $6,259-37.7% | $5,610-30.5% | $6,977-44.1% |
| Admin fee / account holder | $9,641 | $17,628-45.3% | $14,905-35.3% | $19,030-49.3% |