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 | $86,577 | $100,938-14.2% | $90,461-4.3% | $158,982-45.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.21% | 1727.20%-1714.0pp | 1294.76%-1281.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,323 | $3,691-64.2% | $3,264-59.5% | $4,763-72.2% |
| Participant deferral / active EE | $4,082 | $4,350-6.2% | $3,964+3.0% | $5,983-31.8% |
| Admin fee / account holder | $830 | $6,510-87.2% | $5,617-85.2% | $11,252-92.6% |