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 | $49,078 | $100,938-51.4% | $90,461-45.7% | $158,982-69.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 27.37% | 1727.20%-1699.8pp | 1294.76%-1267.4pp | 302.99%-275.6pp |
| Employer contribution / active EE | $3,421 | $3,691-7.3% | $3,264+4.8% | $4,763-28.2% |
| Participant deferral / active EE | $12,340 | $4,350+183.7% | $3,964+211.3% | $5,983+106.2% |
| Admin fee / account holder | $2,484 | $6,510-61.8% | $5,617-55.8% | $11,252-77.9% |