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 | $49,878 | $75,832-34.2% | $147,617-66.2% | $59,633-16.4% |
| Participation rate | 88.1% | 71.6%+16.5pp | 84.6%+3.5pp | 68.7%+19.4pp |
| Annual return | -0.55% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $6,430 | $3,485+84.5% | $5,564+15.6% | $2,203+191.9% |
| Participant deferral / active EE | $3,825 | $3,131+22.2% | $4,895-21.9% | $3,192+19.8% |
| Admin fee / account holder | $338 | $5,986-94.4% | $11,612-97.1% | $4,297-92.1% |