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 | $104,237 | $70,121+48.7% | $63,803+63.4% | $138,895-25.0% |
| Participation rate | 73.7% | 77.2%-3.5pp | 72.7%+1.0pp | 79.9%-6.2pp |
| Annual return | 12.76% | 946.48%-933.7pp | 543.72%-531.0pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,031 | $2,882-29.5% | $2,532-19.8% | $4,194-51.6% |
| Participant deferral / active EE | $2,591 | $4,535-42.9% | $3,843-32.6% | $6,396-59.5% |
| Admin fee / account holder | $3,172 | $6,738-52.9% | $5,196-39.0% | $12,562-74.7% |