Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,809 | $88,754-48.4% | $81,820-44.0% | $145,877-68.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 18.13% | 1031.77%-1013.6pp | 777.93%-759.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,496 | $3,085-51.5% | $2,915-48.7% | $4,663-67.9% |
| Participant deferral / active EE | $12,630 | $4,648+171.8% | $4,323+192.2% | $6,691+88.8% |
| Admin fee / account holder | $740 | $8,424-91.2% | $7,391-90.0% | $13,402-94.5% |