Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,216 | $105,210-55.1% | $159,487-70.4% | $85,851-45.0% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.9pp | 69.3%+18.4pp |
| Annual return | 17.20% | 45.08%-27.9pp | 263.71%-246.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $4,259 | $3,319+28.3% | $4,831-11.9% | $2,565+66.0% |
| Participant deferral / active EE | $6,795 | $5,946+14.3% | $7,354-7.6% | $3,952+71.9% |
| Admin fee / account holder | $1,126 | $6,934-83.8% | $10,804-89.6% | $6,261-82.0% |