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 | $54,991 | $96,123-42.8% | $77,361-28.9% | $198,609-72.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 75.0%+10.7pp | 82.4%+3.3pp |
| Annual return | 10.32% | 2054.81%-2044.5pp | 1011.54%-1001.2pp | 202.70%-192.4pp |
| Employer contribution / active EE | $3,285 | $3,791-13.4% | $2,990+9.8% | $5,055-35.0% |
| Participant deferral / active EE | $4,259 | $4,975-14.4% | $3,911+8.9% | $6,977-39.0% |
| Admin fee / account holder | $2,735 | $9,471-71.1% | $5,894-53.6% | $19,030-85.6% |