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 | $95,003 | $93,586+1.5% | $135,925-30.1% | $75,173+26.4% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 173.32% | 30.90%+142.4pp | 68.25%+105.1pp | 160.65%+12.7pp |
| Employer contribution / active EE | $1,026 | $3,537-71.0% | $4,857-78.9% | $2,670-61.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $566 | $6,977-91.9% | $10,764-94.7% | $5,651-90.0% |