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 | $50,238 | $217,432-76.9% | $185,849-73.0% | $167,536-70.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.97% | 148.42%-136.5pp | 122.10%-110.1pp | 478.82%-466.9pp |
| Employer contribution / active EE | $3,270 | $5,875-44.3% | $5,169-36.7% | $4,839-32.4% |
| Participant deferral / active EE | $4,141 | $6,357-34.9% | $5,569-25.6% | $6,342-34.7% |
| Admin fee / account holder | $864 | $19,818-95.6% | $16,244-94.7% | $12,315-93.0% |