Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $74,998 | $102,422-26.8% | $147,117-49.0% | $80,959-7.4% |
| Participation rate | 89.1% | 75.9%+13.3pp | 82.2%+6.9pp | 67.7%+21.5pp |
| Annual return | 48.18% | 135.16%-87.0pp | 420.54%-372.4pp | 35.67%+12.5pp |
| Employer contribution / active EE | $2,038 | $3,717-45.2% | $4,932-58.7% | $2,757-26.1% |
| Participant deferral / active EE | $9,135 | $6,652+37.3% | $8,065+13.3% | $4,300+112.4% |
| Admin fee / account holder | $8,812 | $7,953+10.8% | $12,993-32.2% | $6,925+27.2% |