Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,822 | $160,040-70.7% | $147,096-68.2% | $145,877-67.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.53% | 98.49%-87.0pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,152 | $5,289-78.2% | $4,936-76.7% | $4,663-75.3% |
| Participant deferral / active EE | $13,852 | $8,429+64.3% | $8,071+71.6% | $6,691+107.0% |
| Admin fee / account holder | $2,638 | $15,050-82.5% | $13,005-79.7% | $13,402-80.3% |