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 | $41,243 | $160,028-74.2% | $147,080-72.0% | $145,884-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.57% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,578 | $5,286-70.2% | $4,933-68.0% | $4,662-66.2% |
| Participant deferral / active EE | $5,301 | $8,422-37.1% | $8,066-34.3% | $6,690-20.8% |
| Admin fee / account holder | $2,799 | $15,030-81.4% | $12,989-78.4% | $13,392-79.1% |