Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,412 | $111,785-69.2% | $93,669-63.3% | $145,877-76.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.09% | 203.79%-190.7pp | 133.59%-120.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,680 | $3,096-45.7% | $2,424-30.7% | $4,663-64.0% |
| Participant deferral / active EE | $4,890 | $4,919-0.6% | $4,416+10.7% | $6,691-26.9% |
| Admin fee / account holder | $1,044 | $10,256-89.8% | $8,291-87.4% | $13,402-92.2% |