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 | $26,558 | $176,077-84.9% | $159,455-83.3% | $167,518-84.1% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 19.61% | 331.83%-312.2pp | 263.63%-244.0pp | 478.71%-459.1pp |
| Employer contribution / active EE | $2,371 | $5,298-55.2% | $4,830-50.9% | $4,838-51.0% |
| Participant deferral / active EE | $5,725 | $7,751-26.1% | $7,353-22.1% | $6,342-9.7% |
| Admin fee / account holder | $1,146 | $12,556-90.9% | $10,800-89.4% | $12,312-90.7% |