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 | $44,356 | $96,678-54.1% | $86,640-48.8% | $139,466-68.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 11.05% | 106.69%-95.6pp | 592.52%-581.5pp | 373.66%-362.6pp |
| Employer contribution / active EE | $3,904 | $3,265+19.6% | $3,024+29.1% | $4,754-17.9% |
| Participant deferral / active EE | $2,629 | $4,837-45.6% | $4,438-40.8% | $6,712-60.8% |
| Admin fee / account holder | $4,837 | $6,410-24.5% | $5,616-13.9% | $11,409-57.6% |