Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,727 | $160,028-58.3% | $147,080-54.6% | $145,884-54.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 15.52% | 98.60%-83.1pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,032 | $5,286-42.6% | $4,933-38.5% | $4,662-35.0% |
| Participant deferral / active EE | $4,386 | $8,422-47.9% | $8,066-45.6% | $6,690-34.4% |
| Admin fee / account holder | $1,662 | $15,030-88.9% | $12,989-87.2% | $13,392-87.6% |