Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,788 | $96,388-46.3% | $80,627-35.8% | $139,466-62.9% |
| Participation rate | 94.7% | 73.6%+21.1pp | 67.0%+27.7pp | 80.3%+14.4pp |
| Annual return | 18.12% | 1352.08%-1334.0pp | 936.76%-918.6pp | 373.66%-355.5pp |
| Employer contribution / active EE | $9,650 | $3,260+196.0% | $2,723+254.5% | $4,754+103.0% |
| Participant deferral / active EE | $7,831 | $5,224+49.9% | $4,443+76.3% | $6,712+16.7% |
| Admin fee / account holder | $837 | $6,603-87.3% | $5,381-84.4% | $11,409-92.7% |