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 | $37,958 | $160,040-76.3% | $147,096-74.2% | $145,877-74.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.86% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,243 | $5,289-76.5% | $4,936-74.8% | $4,663-73.3% |
| Participant deferral / active EE | $4,708 | $8,429-44.1% | $8,071-41.7% | $6,691-29.6% |
| Admin fee / account holder | $331 | $15,050-97.8% | $13,005-97.5% | $13,402-97.5% |