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 | $72,202 | $67,823+6.5% | $52,425+37.7% | $137,256-47.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 11.92% | 219.11%-207.2pp | 302.12%-290.2pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,015 | $1,163-12.7% | $914+11.0% | $4,156-75.6% |
| Participant deferral / active EE | $268 | $2,288-88.3% | $1,790-85.1% | $6,407-95.8% |
| Admin fee / account holder | $4,053 | $2,844+42.5% | $2,495+62.4% | $12,270-67.0% |