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 | $15,776 | $72,403-78.2% | $67,524-76.6% | $145,978-89.2% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 10.15% | 7197.23%-7187.1pp | 3519.41%-3509.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $686 | $3,072-77.7% | $2,734-74.9% | $4,662-85.3% |
| Participant deferral / active EE | $3,854 | $4,782-19.4% | $4,001-3.7% | $6,690-42.4% |
| Admin fee / account holder | $2,008 | $5,541-63.8% | $4,001-49.8% | $13,400-85.0% |