Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,851 | $160,040-68.9% | $147,096-66.1% | $145,877-65.8% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 15.51% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,628 | $5,289-31.4% | $4,936-26.5% | $4,663-22.2% |
| Participant deferral / active EE | $14,531 | $8,429+72.4% | $8,071+80.0% | $6,691+117.2% |
| Admin fee / account holder | $4,843 | $15,050-67.8% | $13,005-62.8% | $13,402-63.9% |