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 | $65,274 | $104,937-37.8% | $84,628-22.9% | $152,897-57.3% |
| Participation rate | 87.0% | 74.8%+12.1pp | 68.2%+18.7pp | 82.5%+4.5pp |
| Annual return | 44.48% | 373.88%-329.4pp | 258.80%-214.3pp | 345.43%-300.9pp |
| Employer contribution / active EE | $2,317 | $3,303-29.8% | $2,653-12.7% | $4,764-51.4% |
| Participant deferral / active EE | $3,766 | $4,690-19.7% | $3,900-3.4% | $5,851-35.6% |
| Admin fee / account holder | $318 | $6,243-94.9% | $4,914-93.5% | $11,599-97.3% |