Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,613 | $88,754-77.9% | $81,820-76.0% | $145,877-86.6% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 10.73% | 1031.77%-1021.0pp | 777.93%-767.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $523 | $3,085-83.1% | $2,915-82.1% | $4,663-88.8% |
| Participant deferral / active EE | $2,571 | $4,648-44.7% | $4,323-40.5% | $6,691-61.6% |
| Admin fee / account holder | $2,773 | $8,424-67.1% | $7,391-62.5% | $13,402-79.3% |