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 | $57,931 | $78,682-26.4% | $109,188-46.9% | $85,851-32.5% |
| Participation rate | 78.5% | 68.3%+10.2pp | 75.9%+2.6pp | 69.3%+9.2pp |
| Annual return | 466.25% | 25.09%+441.2pp | 25.76%+440.5pp | 318.63%+147.6pp |
| Employer contribution / active EE | $727 | $2,734-73.4% | $3,723-80.5% | $2,565-71.7% |
| Participant deferral / active EE | $2,317 | $3,468-33.2% | $4,654-50.2% | $3,952-41.4% |
| Admin fee / account holder | $5,125 | $5,470-6.3% | $6,755-24.1% | $6,261-18.1% |