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 | $14,238 | $76,368-81.4% | $67,681-79.0% | $154,746-90.8% |
| Participation rate | 87.0% | 79.0%+8.0pp | 73.7%+13.2pp | 80.7%+6.3pp |
| Annual return | 13.24% | 1066.77%-1053.5pp | 590.58%-577.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,010 | $3,151-4.5% | $2,678+12.4% | $4,379-31.3% |
| Participant deferral / active EE | $4,194 | $4,824-13.1% | $3,976+5.5% | $6,730-37.7% |
| Admin fee / account holder | $933 | $8,559-89.1% | $6,100-84.7% | $14,365-93.5% |