Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,376 | $102,429-40.1% | $147,096-58.3% | $80,925-24.2% |
| Participation rate | 94.0% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 16.75% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $5,167 | $3,716+39.1% | $4,936+4.7% | $2,756+87.5% |
| Participant deferral / active EE | $13,699 | $6,649+106.1% | $8,071+69.7% | $4,299+218.7% |
| Admin fee / account holder | $2,231 | $7,957-72.0% | $13,005-82.8% | $6,940-67.8% |