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 | $71,217 | $109,872-35.2% | $98,483-27.7% | $167,536-57.5% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 17.25% | 1959.31%-1942.1pp | 1494.38%-1477.1pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,861 | $3,225-42.3% | $2,961-37.2% | $4,839-61.6% |
| Participant deferral / active EE | $3,662 | $4,673-21.6% | $4,276-14.4% | $6,342-42.3% |
| Admin fee / account holder | $1,844 | $6,757-72.7% | $5,953-69.0% | $12,315-85.0% |