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 | $56,462 | $63,346-10.9% | $92,240-38.8% | $70,126-19.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.68% | 530.19%-511.5pp | 176.29%-157.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $3,624 | $2,471+46.6% | $3,680-1.5% | $2,343+54.7% |
| Participant deferral / active EE | $3,383 | $2,854+18.5% | $3,897-13.2% | $3,332+1.5% |
| Admin fee / account holder | $1,198 | $3,841-68.8% | $5,194-76.9% | $4,645-74.2% |