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 | $35,545 | $160,070-77.8% | $147,117-75.8% | $145,897-75.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.82% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,852 | $5,285-27.1% | $4,932-21.9% | $4,663-17.4% |
| Participant deferral / active EE | $9,337 | $8,419+10.9% | $8,065+15.8% | $6,689+39.6% |
| Admin fee / account holder | $7,834 | $15,035-47.9% | $12,993-39.7% | $13,390-41.5% |