Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,028 | $90,530-54.7% | $76,030-46.0% | $145,897-71.9% |
| Participation rate | 93.3% | 74.4%+18.9pp | 69.1%+24.3pp | 80.3%+13.0pp |
| Annual return | 22.04% | 625.08%-603.0pp | 361.54%-339.5pp | 552.29%-530.3pp |
| Employer contribution / active EE | $1,447 | $3,319-56.4% | $2,688-46.1% | $4,663-69.0% |
| Participant deferral / active EE | $2,652 | $5,164-48.6% | $4,257-37.7% | $6,689-60.4% |
| Admin fee / account holder | $1,101 | $8,383-86.9% | $6,421-82.9% | $13,390-91.8% |