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 | $54,704 | $88,710-38.3% | $81,783-33.1% | $145,959-62.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 16.00% | 1027.26%-1011.3pp | 775.05%-759.1pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,191 | $3,083-28.9% | $2,913-24.8% | $4,661-53.0% |
| Participant deferral / active EE | $3,822 | $4,645-17.7% | $4,320-11.5% | $6,689-42.9% |
| Admin fee / account holder | $3,537 | $8,407-57.9% | $7,380-52.1% | $13,398-73.6% |