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 | $66,158 | $100,938-34.5% | $90,461-26.9% | $158,982-58.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 14.22% | 1727.20%-1713.0pp | 1294.76%-1280.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $4,756 | $3,691+28.8% | $3,264+45.7% | $4,763-0.1% |
| Participant deferral / active EE | $2,353 | $4,350-45.9% | $3,964-40.7% | $5,983-60.7% |
| Admin fee / account holder | $4,170 | $6,510-35.9% | $5,617-25.8% | $11,252-62.9% |