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 | $35,762 | $73,546-51.4% | $63,018-43.3% | $147,586-75.8% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 11.44% | 175.56%-164.1pp | 87.62%-76.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $4,044 | $3,324+21.7% | $2,761+46.5% | $4,876-17.1% |
| Participant deferral / active EE | $5,130 | $4,185+22.6% | $3,330+54.1% | $5,439-5.7% |
| Admin fee / account holder | $33,237 | $5,956+458.1% | $3,601+823.1% | $10,886+205.3% |