Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,617 | $77,157-34.4% | $108,405-53.3% | $85,851-41.0% |
| Participation rate | 77.4% | 74.7%+2.7pp | 80.1%-2.8pp | 69.3%+8.0pp |
| Annual return | 15.80% | 44.55%-28.8pp | 905.55%-889.7pp | 318.63%-302.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,224 | $5,567+119.6% | $6,563+86.3% | $3,952+209.3% |
| Admin fee / account holder | $6,403 | $5,174+23.8% | $7,297-12.2% | $6,261+2.3% |