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 | $39,388 | $58,391-32.5% | $76,667-48.6% | $72,976-46.0% |
| Participation rate | 70.0% | 67.4%+2.6pp | 72.1%-2.1pp | 69.5%+0.5pp |
| Annual return | 21.95% | 2306.65%-2284.7pp | 1166.74%-1144.8pp | 81.02%-59.1pp |
| Employer contribution / active EE | $2,514 | $1,787+40.7% | $2,303+9.2% | $2,440+3.0% |
| Participant deferral / active EE | $3,311 | $2,690+23.1% | $3,336-0.8% | $3,608-8.2% |
| Admin fee / account holder | $3,524 | $4,014-12.2% | $6,423-45.1% | $5,124-31.2% |