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 | $41,831 | $57,330-27.0% | $86,656-51.7% | $75,177-44.4% |
| Participation rate | 84.1% | 63.2%+20.9pp | 71.7%+12.4pp | 67.2%+16.9pp |
| Annual return | 18.72% | 2675.40%-2656.7pp | 593.09%-574.4pp | 160.75%-142.0pp |
| Employer contribution / active EE | $5,122 | $2,316+121.1% | $3,025+69.3% | $2,671+91.8% |
| Participant deferral / active EE | $6,081 | $3,320+83.2% | $4,439+37.0% | $4,126+47.4% |
| Admin fee / account holder | $1,517 | $4,115-63.1% | $5,619-73.0% | $5,651-73.2% |