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 | $30,397 | $68,412-55.6% | $94,679-67.9% | $75,181-59.6% |
| Participation rate | 97.2% | 76.1%+21.1pp | 80.8%+16.4pp | 67.2%+30.0pp |
| Annual return | 26.52% | 616.91%-590.4pp | 156.75%-130.2pp | 160.69%-134.2pp |
| Employer contribution / active EE | $2,069 | $2,701-23.4% | $3,673-43.7% | $2,671-22.5% |
| Participant deferral / active EE | $7,535 | $6,537+15.3% | $7,417+1.6% | $4,126+82.6% |
| Admin fee / account holder | $2,465 | $5,326-53.7% | $7,233-65.9% | $5,650-56.4% |