Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,214 | $102,696-56.9% | $86,235-48.7% | $139,487-68.3% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 11.95% | 1925.91%-1914.0pp | 1170.03%-1158.1pp | 373.84%-361.9pp |
| Employer contribution / active EE | $3,202 | $3,034+5.5% | $2,381+34.5% | $4,755-32.7% |
| Participant deferral / active EE | $12,983 | $4,679+177.5% | $3,987+225.6% | $6,713+93.4% |
| Admin fee / account holder | $3,167 | $8,667-63.5% | $6,856-53.8% | $11,407-72.2% |