Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $72,337 | $160,028-54.8% | $147,080-50.8% | $145,884-50.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.60% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,353 | $5,286-55.5% | $4,933-52.3% | $4,662-49.5% |
| Participant deferral / active EE | $13,033 | $8,422+54.7% | $8,066+61.6% | $6,690+94.8% |
| Admin fee / account holder | $5,155 | $15,030-65.7% | $12,989-60.3% | $13,392-61.5% |