Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,631 | $160,040-64.6% | $147,096-61.5% | $145,877-61.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.31% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,487 | $5,289-34.1% | $4,936-29.4% | $4,663-25.2% |
| Participant deferral / active EE | $9,452 | $8,429+12.1% | $8,071+17.1% | $6,691+41.3% |
| Admin fee / account holder | $2,979 | $15,050-80.2% | $13,005-77.1% | $13,402-77.8% |