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 | $51,248 | $76,522-33.0% | $56,033-8.5% | $145,884-64.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 13.70% | 3014.28%-3000.6pp | 1711.38%-1697.7pp | 551.85%-538.2pp |
| Employer contribution / active EE | $804 | $1,382-41.8% | $1,041-22.7% | $4,662-82.7% |
| Participant deferral / active EE | $3,035 | $2,624+15.7% | $1,954+55.3% | $6,690-54.6% |
| Admin fee / account holder | $2,115 | $3,328-36.5% | $2,827-25.2% | $13,392-84.2% |