Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,211 | $102,393-61.7% | $147,041-73.3% | $80,911-51.5% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 279.81% | 134.95%+144.9pp | 419.21%-139.4pp | 35.63%+244.2pp |
| Employer contribution / active EE | $2,894 | $3,715-22.1% | $4,935-41.3% | $2,756+5.0% |
| Participant deferral / active EE | $8,153 | $6,647+22.7% | $8,071+1.0% | $4,297+89.7% |
| Admin fee / account holder | $2,472 | $7,943-68.9% | $13,006-81.0% | $6,935-64.3% |