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 | $32,103 | $88,754-63.8% | $81,820-60.8% | $145,877-78.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.76% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,441 | $3,085-53.3% | $2,915-50.6% | $4,663-69.1% |
| Participant deferral / active EE | $5,462 | $4,648+17.5% | $4,323+26.4% | $6,691-18.4% |
| Admin fee / account holder | $745 | $8,424-91.2% | $7,391-89.9% | $13,402-94.4% |