Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,828 | $65,395-40.6% | $182,558-78.7% | $72,976-46.8% |
| Participation rate | 71.7% | 65.4%+6.2pp | 78.0%-6.3pp | 69.5%+2.2pp |
| Annual return | 165.47% | 27.68%+137.8pp | 148.59%+16.9pp | 81.02%+84.5pp |
| Employer contribution / active EE | $2,273 | $1,911+18.9% | $4,076-44.2% | $2,440-6.9% |
| Participant deferral / active EE | $4,190 | $3,563+17.6% | $5,526-24.2% | $3,608+16.1% |
| Admin fee / account holder | $1,088 | $4,245-74.4% | $8,594-87.3% | $5,124-78.8% |